Aug 01, 2022 · 12.8%. Why We Picked It. Fidelity’s S&P 500 index fund is the least expensive offering on our list, charging a miniscule annual expense ratio of 0.015%. FXAIX posts returns that have ...
- Performance
- Portfolio Allocation
- Top 10 Holdings
- The Bottom Line
As of Dec. 2020, Vanguard Mid-Cap Index Fund Admiral Shares is up 18.24% year to date (YTD). The mutual fund has generated strong returns of 18.24% over the past three years; 13.28% over the past five years; 12.40% over the past 10 years; and 10,53% since its inception – almost precisely in line with its benchmark index.2
As of November 2020, 97.88% of the mutual fund was allocated to stocks; the rest was in bonds and cash. The top five sectors by allocation weight were technology (19.70%), consumer discretionary (15.60%), industrials (13.50%), healthcare (12%), and financial services (11.20%).12
The Vanguard Mid-Cap Index Fund Admiral Shares had a total of 346 positions within its portfolio, and it has an annual turnover ratio of 15.2%. the median market cap of its companies is $22.2 billion (on the larger end of the mid-cap range). The top 10 holdings, which comprise 7.50% of the total assets, are Moderna, Snap, .Twilio, Lululemon Athleti...
Historically, mid-cap stocks have been more volatile in price than the large-cap stocks that dominate the overall market, and they often perform quite differently. Since 2016, they've been on a roll, and the 2017 corporate tax cut may have helped them. Throughout its lifespan, the Vanguard Mid-Cap Index Fund Admiral Shares has provided investors wi...
- Matt Rego
- Founder & CEO
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Jul 21, 2022 · A high-level overview of Vanguard Mid-Cap Index Fund Admiral Shares Inst (VIMAX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.
Aug 02, 2022 · Find the latest Vanguard Mid Cap Index Admiral (VIMAX : XNAS) quote with Morningstar's data and independent analysis. Stay up to date with the current NAV, star rating, asset allocation, capital ...
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See the company profile for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) including business summary, industry/sector information, number of employees, business summary, corporate governance ...
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