Vanguard admiral vs investor share class

    • [PDF File]Vanguard share classes

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      The low-cost, exchange-traded share class of Vanguard index funds or stand-alone actively managed ETFs, providing diversification with the trading flexibility of individual stocks. Admiral Shares Index and active funds No minimum requirement through intermediaries A share class with lower expense ratios than those for Investor Shares.


    • [PDF File]Vanguard Wellington Fund

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      Investor Shares $1,000.00 $1,023.64 $1.31 Admiral Shares 1,000.00 1,024.03 0.91 The calculations are based on expenses incurred in the most recent six-month period. The fund’s annualized six-month expense ratios for that period are 0.26% for Investor Shares and 0.18% for Admiral Shares.


    • [PDF File]Vanguard Target Retirement Funds - Investor Share Class

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      Vanguard Vanguard Target Retirement Funds - Investor Share Class Target Date AS OF 06/30/2017 Investment Objective and Strategy The investments seek to provide capital appreciation and current income consistent with their current asset allocation.


    • [PDF File]INVESTMENT POLICY RESEARCH: Comparing DFA- vs. Vanguard ...

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      one for the “Investor” share class of each fund and one for the “Admiral” share class of each fund. The Investor share class typically has a longer performance history, allowing us to extend the performance analysis but we switch over to the lower expense Admiral share class when it becomes available.


    • [PDF File]Investment Transfer Strategy - TIAA

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      Investment Transfer Strategy Vanguard plan participants. 2 Vanguard plan participants ... Vanguard GNMA Investor VFIIX Vanguard GNMA Admiral1 VFIJX Yes Vanguard Growth & Income Investor VQNPX Vanguard Growth & Income ... lower share class Vanguard Prime Money Market Investor VMMXX Vanguard Prime Money Market Admiral


    • [PDF File]December, 2018 Q1: I understand Fidelity is making ...

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      investor selects, and the share class consolidation are expected to occur in early November. Q6: ... to Vanguard’s Investor, Admiral, Institutional, and Institutional Plus Share Classes: Fidelity® 500Index . ... Fidelity vs. Vanguard Investor, Admiral, Institutional and …


    • [PDF File]How to convert from Investor Shares to Admiral Shares

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      Investor Shares to Admiral Shares 1. Log on to your Vanguard account and go to Balances & holdings. 5. ... Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA


    • [PDF File]Vanguard index funds - Vanguard Financial Advisor Services

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      Vanguard index funds ... ADMIRAL™SHARES2 INVESTOR3 INSTITUTIONAL4 INSTITUTIONAL PLUS ETF Ticker Expense ratio5 Ticker Expense ratio5 Ticker Expense ratio5 Ticker Expense ratio5 Ticker Expense ratio5. Connect with Vanguard®>advisors.vanguard.com>800-997-2798 Russell1000®,Russell1000®Value,Russell1000®Growth,


    • [PDF File]Vanguard Equity Income Fund Prospectus

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      Share Class Overview The Fund offers two separate classes of shares: Investor Shares and Admiral Shares. Both share classes offered by the Fund have the same investment objective, strategies, and policies. However, different share classes have different expenses; as a result, their investment returns will differ. Plain Talk About Fund Expenses


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