• 9,849Results

  • vanguard investor versus admiral shares

    • PDF 2011: The year in review - Vanguard

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_8032f6.htmlPDF File

      we introduced lower-cost share classes—Admiral™ Shares, Institutional Shares, and Institutional Plus Shares—to nine more index funds. (In 2011 alone, investors saved nearly $400 million by investing in Admiral Shares over Investor Shares.) In October, we introduced a new 401(k) plan service for small


    • PDF American Funds Growth Fund of America - Vanguard

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_32ce13.htmlPDF File

      American Funds Growth Fund of America Domestic stock fund|Class R-4 ConnectwithVanguardfi>vanguard.com Risk terms Foreign Securities: Investments in foreign securities may be subject to increased volatility as the value of these securities can change more rapidly and extremely than can the value of U.S. securities.


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

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_9fac42.htmlPDF File

      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 Evaluating dollar-weighted returns of ETFs versus traditional ...

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_183102.htmlPDF File

      ETF Shares' IRR greater than Admiral Shares' IRR 11 15 13 Note: Data based on the 21 Vanguard funds listed in Appendix A-1 in which both Admiral and ETF share classes had at least a five-year history as of December 31, 2011. Sources: Vanguard and Morningstar, Inc. Comparing IRRs for ETFs versus Admiral Shares Figure 4.


    • PDF Fidelity Rewrites the Rules of Investing to Deliver ...

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_53ff17.htmlPDF File

      VANGUARD Minimum Initial Investment $0 $1,000 $0 ... $1000 - $3,000 Investor Shares $10,000-100,000 Admiral™ Shares Mutual Funds Low Balance Fee $0 $0 $20 per year3 IRA Closeout Fee $0 $0 $0 Account Transfer Out $0 ... your shares they may be worth more or less than what you originally paid ...


    • PDF Fidelity, Vanguard Choices Continue Steady Upward Climb Bond ...

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_1edb44.htmlPDF File

      Vanguard and $16,866 for Fidelity, based on Morningstar's tools. Although both funds have rela-tively low expenses (0.45 percent for Fidelity and 0.22 percent for Van - guard Investor class), investors can obtain even lower costs (0.11 per-cent) if they invest a minimum of $10,000 to be eligible for Vanguard's Admiral shares or purchase the ...


    • PDF MUTUAL FUND Investor Guide THE Investor Guide TO VANGUARD FUNDS

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_c62a10.htmlPDF File

      THE Investor Guide TO VANGUARD FUNDS SPECIAL REPORT: The Best Vanguard Fund for 2016 ... VEIPX weightings versus the S&P 500 Index. The high-yield fund is unsurpris- ... to invest can opt for Admiral shares (VMNVX) for a lower 0.20 percent ex-pense ratio. Vanguard U.S. Value (VUVLX) ...


    • PDF MUTUAL FUND Investor Guide THE Investor Guide TO VANGUARD FUNDS

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_1bfee1.htmlPDF File

      currently forecast to fall 8 percent versus year-ago levels. Removing energy from the equation ... and The Investor Guide to Vanguard Funds. Matthew is also the Founder and Chief Investment Officer of ... Admiral and Investor shares (VYMI, VIHAX and VIHIX), with


    • PDF Performance of Actively Managed Versus Index Funds: the ...

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_b0ced6.htmlPDF File

      PERFORMANCE OF ACTIVELY MANAGED VERSUS INDEX FUNDS: THE VANGUARD CASE . EDWARD TOWER . ... But some funds do not have Admiral shares, so to keep the sample size large and for the sake of uniformity the study works with Investor shares. Investors are concerned with real returns, so we adjust ...


    • PDF Should the North Carolina State Pension Fund be Indexed or ...

      but here VGSLX (the Vanguard REIT) is the best performer. Exhibits 7, 8, and 9 provide the same analysis for Public Equity and Private Equity versus VTSAX, Vanguard Total Stock Market Index, Admiral Shares. This Vanguard fund invests in the broad US stock market. Its benchmark is the CRSP US Total Market Index.


    • PDF The Value Line Fund Advisor

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_f8c526.htmlPDF File

      An investor-profile questionnaire, provided to subscribers as a stand-alone reference, guides ... versus their peers during their tenure at the funds, as well ... Vanguard 500 Index Admiral Shares VFIAX $82,357.01


    • PDF Total Return Chart MonthlyReturns - Vanguard

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_69dca5.htmlPDF File

      The performance data shown represent past performance. Past performance and especially short-term past performance is not a guarantee of future results.


    • PDF Vanguard 500 Index Admiral First Quarter 2019 Fund Fact Sheet

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_7d69a6.htmlPDF File

      Vanguard 500 Index Admiral A Mutual Fund First Quarter 2019 Fund Fact Sheet 1001675 Key Facts ... Such fees, if applicable to this fund, compensate Prudential Retirement for selling the fund's shares and servicing your retirement plan. The fund's expense ratio includes these fees.


    • PDF Vanguard Bond Index Funds - CollegeCounts 529

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_556ba1.htmlPDF File

      Vanguard Bond Index Funds Annual Report | December 31, 2013. ... The Vanguard ETF® Shares shown are traded on the NYSE Arca exchange and are available only through brokers. ... 0.20% for Investor Shares, 0.10% for Admiral Shares, 0.10% for Signal Shares, 0.07% for


    • PDF Vanguard Bond Index Funds 529.com

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_6f49e4.htmlPDF File

      in this report ranged from 1.10% for Investor Shares of Vanguard Short-Term Bond Index Fund to 10.89% for ETF Shares of Vanguard Long-Term Bond Index Fund. The funds' results were in line with their benchmarks and mixed versus their peer groups. • The yield curve flattened over the period. Solid economic data and a strong labor


    • PDF Vanguard Corporate Bond Funds

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_162223.htmlPDF File

      Admiral Shares; and for the High-Yield Corporate Fund, 0.23% for Investor Shares and 0.13% for Admiral Shares. Peer-group expense ratios are derived from data provided by Lipper, a Thomson Reuters Company, and capture information through year-end 2017.


    • PDF Vanguard Corporate Bond Funds - VALIC

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_b8e11c.htmlPDF File

      Admiral Shares; and for the High-Yield Corporate Fund, 0.23% for Investor Shares and 0.13% for Admiral Shares. Peer-group expense ratios are derived from data provided by Lipper, a Thomson Reuters Company, and capture information through year-end 2017.


    • PDF Vanguard Corporate Bond Funds - VALIC

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_675601.htmlPDF File

      -1.45% for Investor Shares of Vanguard Long-Term Investment-Grade Fund to 2.41% for Admiral Shares of Vanguard Intermediate-Term Investment-Grade Fund. The funds' results versus their benchmarks were mixed. • For Vanguard Short-Term Investment-Grade Fund and the Intermediate-Term Fund,


    • PDF Vanguard Money Market Funds

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_39e665.htmlPDF File

      Admiral Shares carry lower expenses and are available to investors who meet certain account-balance requirements. • For the 12 months ended August 31, 2018, Vanguard Prime Money Market Fund returned 1.59% for Investor Shares and 1.66% for Admiral Shares. Vanguard Federal Money Market Fund returned 1.42% and Vanguard Treasury Money Market Fund


    • PDF Vanguard Money Market Funds

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_98ec00.htmlPDF File

      the money-management skills of Vanguard's Fixed Income Group and our funds' low costs. Because similar types of money market funds invest in similar securities with roughly the same yields, costs play the major role in determining relative results. Prime Money Market Fund Investor Shares have an annualized expense


    • PDF Vanguard Municipal Bond Funds

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_a0cb30.htmlPDF File

      directly with the fund, you can call Vanguard at one of the phone numbers on the back cover of this report or log on to vanguard.com. Your election to receive paper ... 0.17% for Investor Shares and 0.09% for Admiral Shares; for the Intermediate-Term Tax-Exempt Fund, 0.17% for Investor


    • PDF Vanguard PRIMECAP Fund

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_e4c546.htmlPDF File

      Vanguard PRIMECAP Fund Investor Shares 22.86% Admiral™ Shares 22.95 S&P 500 Index 17.91 Multi-Cap Growth Funds Average 23.04 Multi-Cap Growth Funds Average: Derived from data provided by Lipper, a Thomson Reuters Company. Admiral Shares carry lower expenses and are available to investors who meet certain account-balance requirements.


    • PDF Vanguard U.S. Government Bond Funds

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_f15416.htmlPDF File

      Shares and 0.11% for Admiral Shares; and for the Long-Term Treasury Fund, 0.20% for Investor Shares and 0.10% for Admiral Shares. Peer-group expense ratios are derived from data provided by Lipper, a Thomson Reuters Company, and capture information through


    • PDF Vanguard Variable Insurance Fund

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_7182be.htmlPDF File

      Portfolio Versus 3Target Index R-Squared 1.00 Beta 1.00 Allocation to Underlying Funds Vanguard Variable Insurance Fund Equity Index Portfolio 82.0% Vanguard Extended Market Index Fund Admiral Shares 18.0 1 30-day SEC yield.


    • PDF Vanguard Windsor II Fund - VALIC

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_a32c11.htmlPDF File

      Vanguard Windsor II Fund Investor Shares -0.01% Admiral™ Shares 0.02 Russell 1000 Value Index 1.93 Large-Cap Value Funds Average -0.36 Large-Cap Value Funds Average: Derived from data provided by Lipper, a Thomson Reuters Company. Admiral Shares carry lower expenses and are available to investors who meet certain account-balance requirements.


    • PDF Vanguard Windsor II Fund - VALIC

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_486ebc.htmlPDF File

      Vanguard Windsor II Fund Investor Shares 3.65% Admiral™ Shares 3.70 Russell 1000 Value Index 2.89 Large-Cap Value Funds Average 3.46 Large-Cap Value Funds Average: Derived from data provided by Lipper, a Thomson Reuters Company. Admiral Shares carry lower expenses and are available to investors who meet certain account-balance requirements.


    • PDF Vanguard share classes FASMFSC 032018

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_0af928.htmlPDF File

      $5 million Shares with very low expense ratios for institutions and other large investors that meet the minimum investment at the Institutional Plus underlying-account level. Shares Select index and active funds $100 million Admiral™ Shares Institutional Shares Investor Shares ETF Shares Vanguard portfolio (assets from all share classes)


    • PDF Vanguard versus DFA & WisdomTree, and the Value Added by Dan ...

      Vanguard versus DFA & WisdomTree, and the Value Added by Dan Wiener's Independent Adviser for Vanguard Investors. by Edward Tower and Yichong Zhang. 1. 1. Introduction . This paper is an enhanced version of a short presentation that Ed Tower gave at the Bogleheads 8 meeting in Dallas, Texas, October 2, 2009.


    • PDF Vanguard versus Fidelity: Multidimensional Comparison of the ...

      Admiral Shares VTSAX Spliced Total Stock Market Index 0.04% Fidelity Tota l Market Index Fund FSKAX DJ US Total Stk Mkt 0.015% Vanguard Extended Market Index Fund Admiral Shares VEXAX Spliced Extended Market Index 0.08% Fidelity Exte nded Market Index Fund FSMAX DJ US Completion TSM 0.045% Vanguard Growth Index Fund Admiral Shares VIGAX Spliced ...


    • PDF YOUR GUIDE TO GETTING STARTED - Fidelity Investments

      https://5y1.org/info/vanguard-investor-versus-admiral-shares_4_d378ac.htmlPDF File

      It could mean more money in your take-home pay versus saving money in a taxable account. ... Fund Investor Shares Vanguard Target Retirement 2015 Fund ... Admiral Shares Mid Value Vanguard Mid-Cap Value Index Fund Admiral Shares Small Value Vanguard Small