About VFINX
Vanguard 500 Index Fund Investor Shares is a mutual fund designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark representing 500 of the largest publicly traded companies in the United States. The fund adopts an indexing approach, investing substantially all its assets in the constituent stocks of the S&P 500, with holdings weighted to mirror the index composition. This approach seeks to provide broad exposure to U.S. large-cap equities across diverse sectors including technology, healthcare, financials, and consumer goods. Notably, major positions include leading firms such as Apple, Microsoft, and NVIDIA, contributing to over a third of the fund’s assets. Since its inception in 1976, the fund has established itself as a foundational investment vehicle for both individual and institutional investors looking for diversified, cost-effective access to the U.S. equity market. With a low expense ratio and minimal turnover, the fund emphasizes transparency and efficiency, making it a significant tool for those seeking to match the returns and risk profile of the overall large-cap U.S. stock market.
Fund Family Vanguard
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol VFINX
Share Class Investor Shares
Index S&P 500 TR
VFINX had a total return of 20.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.75%.
