Vanguard Small Cap Value Index Instl
PO Box 2600 Valley Forge PA 19482
Phone: 800-662-7447
| Category: |
Small Value |
| Fund Family: |
Vanguard |
| Net Assets: |
429.57M |
| Year-to-Date Return: |
-6.89% |
| Yield: |
2.45% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
07-Dec-99 |
|
Michael H. Buek
Lead Manager since
07-Dec-99 |
|
| Buek is a principal and portfolio manager with Vanguard, his employer since 1987. Buek holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$5,000,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$5,000,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs a passive management investment approach designed to track the performance of the MSCI US Small Cap Value index, a broadly diversified index of value stocks of smaller U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. |
| Last Dividend
(19-Dec-07):
|
0.37 |
| Last Cap Gain
(15-Mar-02):
|
0.28 |
| Annual Holdings Turnover
|
25.00% |
| Average for Category:
|
74.11% |
|
| Expense |
VSIIX |
Category
Avg |
| Total Expense Ratio: |
0.08%
|
1.51% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.34% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$26 |
$657 |
| 5 Yr Expense Projection*: |
$45 |
$1,031 |
| 10 Yr Expense Projection*: |
$103 |
$2,096 |
|
|
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