Mutual Funds - Profile

Vanguard Mid-Cap Index Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to replicate total return performance of the benchmark index by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The fund may invest up to 5% of its total assets in foreign securities and the fund attempts to remain fully invested in stocks

Price

  • Last Close
  • $292.78
    +3.64
  • 52 Week HL
  • $321.96 - $252.03
  • Net Assets
  • $16370 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Top 10 Holdings
Mar 09, 2021

Company Holding
KLA Tencor
Chipotle Mexican
DocuSign, Inc.
IDEXX Laboratories
Digital Realty
Company Holding
Twitter Inc
Roku, Inc.
Freeport McMoran
Synopsys Inc
CrowdStrike Holdings,
Total 0%

Manager

  • Name
  • Donald M. Butler
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-6.3 % YTD

  • 3 Year
  • 51.46%
  • 5 Year
  • 71.83%
  • Best
  • 40.49%
    2009
  • Worst
  • -41.79%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
VIMAX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.3% 6.9% -26.1% 16.4% - 6.2% 1.2% 4.3% 3.3% 12.9% -
Q2 - 7.3% 24.5% 2.8% 4.9% 2.8% 2.3% -1.2% 4.5% 3.3% -
Q3 - 5.3% 7.5% -0.4% 4.5% 3.4% 5.2% -7.5% -1.2% 6.8% -
Q4 - 7.7% 17.5% 6.3% -15.3% 5.2% 2.1% 3.5% 6.7% 8.6% -

Returns +
M

J F M A M J J A S O N D
2022 -6.3% - - - - - - - - - - -
2021 -0.5% 5.3% 2.1% 4.8% 0.8% 1.5% 1.3% 3% 0.9% 1% 0.2% 0.9%

Annual
Return

Index Comparison

Alpha

NAV