VFINX Rating, Research - Vanguard 500 Index Investor

Vanguard 500 Index Investor (vfinx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands

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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 265

Threats + Weaknesses = 164

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vfinx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard 500 Index Investor (VFINX) Description: VFINX is a mutual fund, which is an investment that owns a basket of assets. The VFINX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a medium management tenure and is in the large fund size classification. VFINXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VFINXs expense ratio is roughly 0%. The latest VFINXs front end load was 0% and the back end load was 0%. The Vanguard 500 Index Investor (VFINX) mutual fund falls under the large-cap mixed category. VFINX focuses its investments in USA and VFINX is not affiliated with a particular industry or fund sector. The Vanguard 500 Index Investor (VFINX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VFINXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VFINXs research report features technical analysis and long term investment potential.

VFINX was launched as the First Index Investment Trust on December 31, 1975 and is often considered to be the first index fund.

Portfolio Strategy Update

This investment vehicle seeks to track the performance of a benchmark index that measures This investment vehicle return of large-capitalization stocks (see stock research). The fund employs a passive management or indexing investment approach designed to track the performance of the Standard & Poors 500 Index, which is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks (see stock research) of large U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks (see stock research) that make up the index, holding each stock in approximately the same proportion as its weighting in the index.


Management Analysis Update

Vanguard 500 Index Investor's management team has a long history of working together. This helps ensure consistent future returns. Vanguard 500 Index Investor has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update