Vanguard admiral shares list
[PDF File]ETF INVESTING - Investment In Stocks
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The bet started in 2008, with Warren choosing only one Index Fund, the Vanguard 500 Index Admiral Shares (VFIAX). His opponent is Protégé Partners, a money management firm in New York City and they choose five hedge funds. As of 2016, Warren Buffett’s single Index Fund is in a …
[PDF File]Risk Managed Growth
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Vanguard Morgan Growth Admiral shares VUIAX VMGMX VWUAX VMGRX VMRAX. The Risk Managed Growth strategy consists of selecting the top five Vanguard mutual funds each quarter based on scores from our technical research provider. The scoring is …
[PDF File]December, 2018 Q1: I understand Fidelity is making ...
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that are available to individuals, advisors and institutions. That excludes certain Vanguard shares that are only available to institutional investors. See the chart below for a full ... Fidelity vs. Vanguard Investor, Admiral, Institutional and Institutional Plus Share Classes. Expense ratios shown as % TICKER . NOINVESTMENT . MINIMUMS .
[PDF File]University of Kentucky Endowment
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Vanguard Developed Markets Index Admiral International Equity 63,$ 421,086 Vanguard Inflation Protected Securities Fund Admiral Public Real Assets 20,747,138$ Vanguard IT Government Bond IDX-S Fixed Income 38,848,313$ Vanguard Specialized Real Estate Fund Admiral Shares Public Real Assets 34,774,075$
[PDF File]for the Vanguard Exchange Traded Funds For personal use …
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Sep 03, 2012 · for the Vanguard® Exchange Traded Funds 3 September 2012 Vanguard Investments Australia Ltd announces the following: ... 2012, the fund’s annualized expense ratios were 0.17% for Investor Shares, 0.05% for Admiral Shares, 0.05% for Signal Shares, 0.04% for Institutional Shares, and 0.05% for ETF Shares. The peer-group expense ratio is ...
[PDF File]New Investment Options - Appleton
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New Investment Options INVESTMENT OPTION CATEGORY TICKER Large Cap Growth PRIMECAP Odyssey Growth Large Growth POGRX Small / Mid / Specialty Vanguard® Mid Cap Index – Admiral Shares Mid-Cap Blend VIMAX Artisan Mid Cap Fund – Investor Shares Mid-Cap Growth ARTMX Wells Fargo Special Mid Cap Value Fund – Class R6 Mid-Cap Value WFPRX
[PDF File]CONOCOPHILLIPS SAVINGS PLAN Plan Number 092538 …
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Plan Number 092538 Plan Information as of – 05/24/2019 ... Vanguard Total International Bond Index Fund Admiral Shares Vanguard SmallCap Index Fund Institutional Plus Shares Vanguard Treasury Money Market Fund After the market close on 06/28/2019, the following investment option(s) will be removed from your plan: ...
[PDF File]Institutional Investments Group - Freemason
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Checkwriting is available for Vanguard® Money Market Funds and Bond Funds (with the exception of all Institutional and Admiral™ Class Shares, Vanguard® Retirement Savings Trust, Vanguard® High-Yield Corporate Fund, Vanguard® Preferred Stock Fund, and Vanguard® Inflation-Protected Securities Fund).
[PDF File]Health Savings Account (HSA) & Flexible Spending …
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• Vanguard SmallāCap Index Fund Admiral Shares VSMAX • Vanguard Mid-Cap Growth Fund Investor Shares VMGRX • Vanguard Total Bond Market Index Fund Admiral Shares VBTLX • Fidelity Puritan FPURX • JP Morgan Large Cap Growth Fund Select Shares SEEGX American Funds 2020 Target Date Retirement Fund Class R -6 RRCTX
[PDF File]Enrollment Form 403(b) Plan of the Regional University ...
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Investment Options are alphabetically grouped in their respective asset classes as determined by the Company under the 403(b)(1) Annuity Contract
[PDF File]MUTUAL FUND Investor Guide THE Investor Guide TO …
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Vanguard moved to secure its reputation among low-cost fund providers by cutting expenses on ... Admiral and Investor shares (VYMI, VIHAX and VIHIX), with expense ratios of 0.30 percent, 0.30 percent, and 0.40 percent, respectively. International Dividend Appreciation
[PDF File]Health Savings Account (HSA) Investment Fund List
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Vanguard 500 Index Admiral VFIAX U.S. Large Blend Stocks 0.04% VIEW Vanguard Dividend Appreciation Index Admiral VDADX U.S. Large Blend Stocks 0.08% VIEW Invesco-Oppenheimer Main St Fund® Cl Y MIGYX U.S. Large Blend Stocks 0.62% VIEW Parnassus Mid Cap FundSM Institutional Shares PFPMX U.S. Mid Growth Stocks 0.75% VIEW
[PDF File]Vanguard® Extended Market Index Fund - Institutional …
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Past name(s) : Vanguard Extended Market Idx I. Volatility and Risk Volatilityas of06-30-19 Low Moderate High Investment Category Risk Measures as of 06-30-19 Port Avg Rel S&P 500 Rel Cat 3 Yr Std Dev 15.23 1.25 1.07 3 Yr Beta 1.15 . 1.07 Principal Risks Loss of Money, Not FDIC Insured, Index Correlation/Tracking
[PDF File]The Fantastic 48
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Vanguard Wellington VWELX Moderate Allocation Œ Below Average 0.26 13.3 01/2001 7.52 4.70 2.82 Vanguard Windsor II Admiral VWNAX Large Value • Average 0.28 28.8 07/1985 11.13 11.11 0.02
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