Vanguard mutual funds list. Vanguard has earned its .

Vanguard mutual funds list **This fund meets the threshold requirements for California, Connecticut, and New York, which require that 50% of the fund’s Your brokerage account includes a settlement fund—a money market mutual fund used to pay for and receive proceeds from brokerage transactions. <link rel="stylesheet" href="pkg/1. Since adopting its current benchmark in February 2018, this fund has built on the solid track record it had compiled with its previous index. Vanguard mutual fund (Admiral Shares) Corresponding Vanguard ETF U. Rowe Price, and Vanguard. See average annual returns, investment minimum, price, and change as of 05/21/2024. Vanguard’s $5. Mar 23, 2021 · Vanguard Long-Term Corporate Bond Index Fund Admiral (VLTCX, $26. 6; Our active fixed income ETFs have an average expense ratio of 0. Jan 30, 2024 · Vanguard Real Estate Index: Performance Highlights. Mega Cap Value Index Fund: 0. The average expense ratio from all Vanguard mutual funds is . Many, or all, of the products featured on this **Vanguard Cash Reserves Federal Money Market Fund, Vanguard Federal Money Market Fund, and Vanguard Treasury Money Market Fund: You could lose money by investing in the Fund. Jan 21, 2025 · That reduced our list to 28 technology mutual funds. Explore Vanguard's comprehensive list of low-cost mutual funds and investment products to help you achieve your financial goals. Image Source: Getty Images. Morningstar gives many of Vanguard's funds a five-star rating—the highest rating possible from Morningstar's rating system. Explore Vanguard's diverse range of investment products including mutual funds, ETFs, and more to meet your financial goals. Investment returns are not guaranteed and you could lose money by investing in the Plan. Please note that there may be blackout periods for certain funds or other circumstances that may prevent the conversion. Nov 27, 2024 · The fund is comparable to holding a 60/40 split of Vanguard's total U. Sort by star rating, minimum initial investment, share class, and more. Oct 31, 2024 · The Vanguard bond mutual fund to buy for this role is VTEAX. Equity Exposure. General Disclosures The Compare Products Tool universe includes all open-end mutual funds and exchange traded funds (ETF's) only. 37. Filter by These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. 5; Our average expense ratio for index fixed income ETFs is only 0. 44 Nov 8, 2024 · In the U. Vanguard Funds Vanguard is a company that sells mutual funds with $12,571,072M in assets Vanguard is a company that sells mutual funds with $12,571,072M in assets under management. 04% Minimum Investment: $3,000 To get your portfolio started with Vanguard index funds, there's arguably no better choice than Vanguard's flagship index fund Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. Mid-Cap Growth Index Fund: 0. Your brokerage account includes a settlement fund—a money market mutual fund used to pay for and receive proceeds from brokerage transactions. Share. With their low costs and diverse holdings, these funds provide a convenient and accessible means of gaining exposure to the companies 3 days ago · Vanguard Wellington Fund Investor Shares (VWELX) is Vanguard’s oldest mutual fund—a “balanced” or “allocation” product (read: stocks and bonds) that has been around since 1929. -domiciled Vanguard fund are being asked to elect trustees for the Vanguard funds. Vanguard Mid-Cap Index Fund Institutional Plus Shares For more information about Vanguard mutual funds and ETFs, visit Vanguard mutual fund prospectuses or Vanguard ETF prospectuses to obtain a prospectus or, if available, a summary prospectus. The tables show the percentage of dividend and net short-term capital gain distributions, by fund and share class, that are eligible for reduced tax rates as "qualified dividend income" (QDI). 3 days ago · Following our latest fee cuts, Vanguard funds are less expensive than ever. Vanguard is organized as a mutual company, meaning the firm is ultimately owned by the shareholders who Explore Vanguard's tax-exempt mutual funds and find the best investment options for your portfolio. If you You can create up to 6 watch lists to monitor the performance of stocks, options, and mutual funds. , serves as Program Manager and has overall responsibility for the day-to-day operations. 87). For VIC 100, VIC 200, VIC 300, VIC 400 and VIC 600 only, the management fee shown is the annualized management fee charged to the fund from April These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. Launch a Watch List. To open this watch list in a separate window, click Detach this watch list. Explore Vanguard's comprehensive list of mutual funds, including money market options. Mutual funds. Dec 17, 2024 · The spiritual successor to the First Index Investment Trust is VFIAX. These top-rated Vanguard ETFs and mutual funds are excellent choices to buy and hold in 2025 Securely access your account or create a new one using the appropriate link. 25 These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. Mutual fund minimum initial investments aren't based on the fund's share price. Dec 31, 2024 · 1 For the ten-year period ended December 31, 2024, 6 of 6 Vanguard money market funds, 40 of 44 Vanguard bond funds, 5 of 5 Vanguard balanced funds, and 31 of 39 Vanguard stock funds―for a total of 82 of 94 Vanguard funds― outperformed their peer group averages. Frank Lee May 9, 2024. There's thousands of mutual funds and ETFs out there. On February 26, 2025, the funds will host a virtual Joint Special Meeting of Shareholders (the “Meeting”). Instead, they're a flat dollar amount. 6 Browse and compare 23 multi asset mutual funds from Vanguard, including balanced, target allocation, and target date funds. Why VBIAX Mutual Fund Is A Top Choice You can rename a list; change, update, add, or remove securities, indexes, and optional data; and indicate your default watch list. IBKR has one of the largest Mutual Fund Marketplaces, with funds from Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS, PIMCO, Vanguard and many others. The Fund is only available to retail investors (natural persons). stock market, as represented by the S&P 500 index, returned an impressive 23. I use the mutual fund in the chart because it has a longer history. 38% 3 days ago · Vanguard Group Inc. Vanguard Energy Fund. S. Vanguard provides services to the Vanguard funds and ETFs at cost. Most Vanguard mutual funds have a $3,000 minimum. Mutual funds and exchange-traded funds (ETFs) are subject to risk, including possible loss of principal. 04. Vanguard’s trademark is low-cost index products, but Jan 7, 2025 · The U. Use this tool to find Vanguard funds similar to funds from the more than 300 fund families offered through our FundAccess® program. The most common investments held in Vanguard accounts are mutual funds and ETFs (from Vanguard and other fund families) and individual stocks, bonds, options, and CDs. You could lose money by investing in the Fund. only: VBPIX Baillie Gifford Global Positive Impact Stock Fund: Mutual fund: Actively managed (approx. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before For more information about Vanguard mutual funds or Vanguard ETFs, obtain a mutual fund or an ETF prospectus or, if available, a summary prospectus. See performance, yield, expense ratio, and inception date for each fund. based giant—which controls well over $3 trillion in assets worldwide—the question is, 'Why invest anywhere else?'Vanguard has earned its Aug 28, 2024 · Since joining Morningstar in 1994, Kinnel has analyzed virtually every type of fund and has covered the most prominent fund families, including Fidelity, T. Equity and balanced funds are likely to distribute QDI to shareholders; money market and bond funds won’t distribute QDI. Explore Vanguard's comprehensive list of mutual funds, including performance, expense ratios, and risk details. 22% since this is an actively managed fund by Wellington Management Co "I want to see a list of all Vanguard mutual funds and ETFs (exchange-traded funds). Consider that: Overall, 86% of Vanguard mutual fund and ETF assets are in the lowest-cost deciles of their peer groups. , Vanguard offers 204 funds with an average 2022 asset-weighted expense ratio of 0. Vanguard’s ETFs and mutual funds are go-to choices for long-term Jan 13, 2025 · Thanks to their reputation for low costs and high quality, Vanguard mutual funds are widely popular. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before Explore Vanguard's mutual funds and investment products, including stock mutual funds, retirement plans, and more. bond market fund. They help us to know which pages are the most and least popular and see how visitors move around the site. Apr 22, 2024 · For a list of the mutual funds that may be convertible to ETFs please see the list below. 26 *This information applies to all share classes of a fund, including ETFs (exchange-traded funds). Unlike the previous funds, the 10,200-plus bonds represented 2 For the 10-year period ended December 31, 2024, 40 of 54 Vanguard bond index funds, 16 of 18 Vanguard balanced index funds, and 137 of 151 Vanguard stock index funds—for a total of 193 of 223 Vanguard index funds— outperformed their Lipper peer-group averages. ESG funds are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the index provider for ESG criteria generally will underperform the market as a whole or, in the Parent company Vanguard is the largest mutual fund provider in the U. , the world's second-largest ETF issuer, is making what it says is its biggest fee cuts in the company's 50-year history, trimming the expense ratios of dozens of mutual fund In addition, Vanguard funds apply a $20 annual account service fee, which is not reflected in the figures, to all funds with balances below $10,000 in many types of accounts. BASED ON HOLDINGS' YIELD TO MATURITY FOR PRIOR 30 DAYS;DISTRIBUTION MAY DIFFER. 08%, compared to an industry average of 0. Jun 15, 2020 · Vanguard Money Market Funds List. Invesco Equally-Weighted S&P 500 (VADAX) Expense Ratio Jan 24, 2025 · It might sound funny to call a $7. Choose a fund family, and then select a fund to see the list of Vanguard funds For more information about Vanguard mutual funds and ETFs, visit Vanguard mutual fund prospectuses or Vanguard ETF prospectuses to obtain a prospectus or, if available, a summary prospectus. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of Feb 21, 2019 · Vanguard 500 Index ()Expenses: 0. Jun 12, 2024 · Vanguard Developed Markets Index Fund led stock ETF returns, while Vanguard Growth Index Fund lagged. css"> There are 29 additional Vanguard index mutual funds that are eligible for conversion to ETFs but have expense ratios that match their mutual fund counterparts. Ascensus Broker Dealer Services, Inc. Review our list of all Vanguard Funds that are available to invest in. and offers a wide array of mutual funds and exchange-traded funds. in 3 days ago · Overall, 86% of Vanguard mutual fund and ETF assets are in the lowest-cost deciles of their peer groups. In addition, the Marketplace is neutral – there is no conflict of interest as we don’t offer proprietary funds. Nov 8, 2019 · The Vanguard Dividend Growth fund consists of large-cap stocks including both value and growth stocks. Familiar with a mutual fund from another fund family? Chances are there's a low-cost Vanguard® fund with a similar investment style. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before For more information about Vanguard mutual funds and ETFs, visit Vanguard mutual fund prospectuses or Vanguard ETF prospectuses to obtain a prospectus or, if available, a summary prospectus. The expense ratio is 0. 64% –5. Mid-Cap Growth Fund: 10. Fund Action, and SmartMoney, reporting primarily on the mutual fund and exchange-traded Dec 2, 2024 · The best large-cap international-stock mutual funds and ETFs list includes a good deal of variety. Shareholder-friendly policies and a diversity of Jan 29, 2025 · The Vanguard Group differs greatly from most other asset managers and mutual fund companies. VTEAX tracks the Standard & Poor's National AMT-Free Municipal Bond Index. bond funds Intermediate-Term Corporate Bond Index Fund (VICSX) Intermediate-Term Corporate Bond ETF (VCIT) For people who invest through their employer in a Vanguard 401(k), 403(b), or other retirement plan. Vanguard has index mutual funds that are equivalent to some ETFs in terms of exposure. Browse all Vanguard funds that are suitable for IRAs <link rel="stylesheet" href="pkg/1. 6 days ago · Year-to-Date as of 02/03/2025 Year-to-Date as of 01/31/2025 Previous Month—January Three-Month Total as of 01/31/2025; FDX Stock Fund –11. USNQX, which launched in October 2000 Check current prices for all Vanguard ETFs® Mutual funds. 8 percentage points. 8 billion Yield: 1. 00 per share, it cannot guarantee it will do so. A list of actively traded mutual funds on the main stock exchanges in the United States. See the full list! Explore Vanguard's line-up of mutual funds that offer diversification, low costs, and professional management. Feb 21, 2024 · Top Tax-Efficient Mutual Funds for U. Welcome to Vanguard Investments Canada. css"> May 27, 2024 · For many long-term investors, Vanguard's ETFs and mutual funds are the go-to choices, and there's a good reason why. The Plan's portfolios, although they invest in Vanguard mutual funds, are not mutual funds. Vanguard funds. 59db52cc8255b60e. All funds / 272 ; Mutual funds / 165 ; ETFs / 88 ; Insurance funds / 19 ; Reset filters . AVERAGE ANNUALIZED INCOME DIVIDEND OVER THE PAST 7 DAYS. BASED ON HOLDINGS' YIELD TO MATURITY/DIVIDEND FOR LAST 30 DAYS OF PRIOR MONTH. Choose a fund family, and then select a fund to see the list of Vanguard funds These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. You can select the search criteria and sort the results to compare Vanguard funds, ETFs, and funds from other fund families available through FundAccess®. Trustees oversee the funds to make sure they effectively serve the interests of shareholders. 04%, or $4 annually for every $10,000 invested The Vanguard **Vanguard Cash Reserves Federal Money Market Fund, Vanguard Federal Money Market Fund, and Vanguard Treasury Money Market Fund: You could lose money by investing in the Fund. Sep 30, 2024 · For any fund which invests in underlying Vanguard fund(s), there shall be no duplication of management fees chargeable in connection with the Vanguard fund and its investment in the Vanguard fund(s). These ETFs benefit from the same management expertise and benchmark construction best practices that made us a global indexing leader. ETF equivalents in order: VT or (VTI + VXUS). Choose individual funds to access specific markets, or select one of our LifeStrategy or target retirement portfolios to gain effort-free access to world markets. Explore our wealth of information on the world of investing, and our low-cost, high-quality funds. We offer a suite of market-capitalization-weighted index ETFs that cover Canadian, U. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before Mutual Funds List. There may be other material differences between products that must be considered prior to investing. How to Create a Watch List Online Mutual funds are legally different than ETFs. Although the Fund seeks to preserve the value of your investment at $1. com to obtain a prospectus or, if available, a summary prospectus For more information about Vanguard mutual funds and ETFs, visit Vanguard mutual fund prospectuses or Vanguard ETF prospectuses to obtain a prospectus or, if available, a summary prospectus. only: VSGX ESG International Stock ETF: ETF: Indexed (over 6,000 stocks) International only: VCEB ESG U. Explore Vanguard's low-cost Admiral mutual funds to achieve your financial goals. stock market fund and Vanguard's total U. Mutual funds, like all investments, are subject to risks. Oct 18, 2024 · Vanguard 500 Index Fund Admiral Shares. 3 days ago · Vanguard index funds kicked off the passive-investing revolution, in which investors try to meet rather than beat market moves for long-term gains. Vanguard Total Stock Market Index VTSAX; Vanguard 500 Index VFIAX; DFA US Core Equity 1 DFEOX; iShares S&P 500 Index WFSPX; Traditional May 9, 2024 · Funds from iShares, Pimco, and Vanguard lead the inflation-protected bonds category. Advice services are provided by Vanguard Advisers, Inc. Get a Detailed Watch List. 500 stocks) U. 037%. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before Oct 28, 2024 · While mutual funds have long been a staple for retail investors, their modernized counterparts – exchange-traded funds (ETFs) – are becoming increasingly diverse and complex. It’s managed by Wellington Management, an investment management company with nearly a century of operational experience. For more information about Vanguard funds or Vanguard ETFs, view detailed product information or call 800-997-2798 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before All funds / 272 ; Mutual funds / 165 ; ETFs / 88 ; Insurance funds / 19 ; **Vanguard Cash Reserves Federal Money Market Fund, Vanguard Federal Money Market Fund Sep 30, 2024 · For any fund which invests in underlying Vanguard fund(s), there shall be no duplication of management fees chargeable in connection with the Vanguard fund and its investment in the Vanguard fund(s). To see more performance data for this watch list, click view Fund Watch details. List of Vanguard Money Market – Taxable Funds: Mar 20, 2022 · Still, Vanguard is the leader in the mutual fund business for a reason. Lists can be created, accessed, and edited on our website or by phone through AutoBroker®, our automated touch-tone service. Institutional investors For retirement plan sponsors, consultants, and nonprofit representatives. For more information about Vanguard funds or ETFs, visit vanguard. Use our mutual fund and ETF screener to narrow your view to a manageable list for further research. 80) is a low-cost, index-based fixed-income mutual fund that holds investment-grade corporate bonds with long-term maturities. ** Starting on November 27, 2024, shareholders of each U. Securities In This Article. This Vanguard index fund also tracks the S&P 500 and is highly popular, with about $577 billion in share class total net assets. 1. For Vanguard Tax-Managed Balanced Fund and Vanguard REIT Index Fund, conservative estimates are used based on fund history until final amounts become available. In an article titled, "Why Vanguard is a Role Model for the Fund Industry," MarketWatch's Chuck Jaffee writes: "At the risk of sounding like a commercial for the Valley Forge, Pa. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. Liquid error: internal of these mutual funds are no load funds. Sort by star rating, and category, or filter by active ETFs, bond ETFs and more. 3 days ago · With more than $9 trillion in assets, Vanguard dominates the mutual fund and exchange-traded fund landscape in the United States. A mutual fund may not be a suitable investment. " If you've already decided which types of investments you want, go straight to our detailed fund list to choose funds for your IRA. The <link rel="stylesheet" href="pkg/1. 105%—the lowest among leading issuers of such ETFs. 26% ★★★★ RNWGX: New World Fund Inc: Diversified Emerging Mkts: 0. Click a fund name to view the fund profile for additional details. Fund category: Large blend Assets under management: $552. Vanguard Mutual funds. If these fees were included, performance would be lower. Some tax efficient index mutual funds you can explore: Taxable account: VTWAX or (VTSAX + VTIAX). The main differences are that ETFs provide real-time pricing and a lower minimum investment than an index mutual fund, because you can purchase as little as 1 share of an ETF. 19% ★★★★ FXNAX: Fidelity US Bond Index: Intermediate Core Bond: 0. , a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. " But it's not far from the truth with Victory Nasdaq-100 Index Fund ( USNQX , $53. . 03% ★★★ VTMGX: Vanguard Developed Markets Index Fund: Foreign Large Blend: 0. Eaton Vance Short Dur Infl-Prot Inc I Explore Vanguard's comprehensive list of mutual funds, including performance, yield, and price information. Each LifeStrategy Fund invests in four broadly diversified Vanguard funds and is subject to the risks associated with those underlying funds. Included on the list were broad tech funds and a few funds focused on narrow industry segments such as semiconductors or information systems. and international equities and Canadian and global investment-grade bonds. Three of these money market funds are taxable funds while the remaining 6 are tax-exempt funds. 07% Jun 5, 2023 · “The fund’s long-term absolute return track record is more convincing. 3% Expense ratio: 0. Explore Vanguard's diverse range of mutual funds to help achieve your financial goals. For VIC 100, VIC 200, VIC 300, VIC 400 and VIC 600 only, the management fee shown is the annualized management fee charged to the fund from April VFTAX FTSE Social Index Fund: Mutual fund: Indexed (approx. 3% in 2024, continuing its winning streak from 2023 as mega-cap tech stocks propelled the index higher. Results will vary for other time periods. I’m agnostic about buying a Vanguard index mutual fund or its ETF sibling. 08%, a testament to its commitment to low fees and investor interests. On a 10-year basis, this share class beat the category index on an annualized basis by 3. Explore Vanguard's extensive list of mutual funds, including various asset classes. Browse 266 Vanguard mutual funds by product type, asset class, risk, expense ratio, and more. For more information about Vanguard mutual funds and ETFs, visit Vanguard mutual fund prospectuses or Vanguard ETF prospectuses to obtain a prospectus or, if available, a summary prospectus. Read Next: 11 Things to Stop Doing If You Want to Be Rich Vanguard says that as of the end of 2023, its average mutual fund and ETF expense ratio was 0. Vanguard Windsor II Fund: Large Value: 0. Note: If you prefer mutual funds, go ahead and buy the fund’s mutual fund shares (VSMAX). 7 Fund fees and Vanguard fee cuts, explained Each LifeStrategy Fund invests in 4 broadly diversified Vanguard funds and is subject to the risks associated with those underlying funds. The market is For more information about Vanguard mutual funds and ETFs, visit Vanguard mutual fund prospectuses or Vanguard ETF prospectuses to obtain a prospectus or, if available, a summary prospectus. Only those funds that participate in Schwab's Mutual Fund OneSource ® service with the best combination of eligibility, quantitative assessment, and qualitative review make the final Nov 6, 2024 · As with the Schwab fund, if Vanguard funds is your go-to platform for mutual funds then you can have confidence in VFIAX as a long-term holding. Vanguard currently offers 9 types of money market funds, which are presented in the tables below of Vanguard mutual funds. Learn the differences between index, actively managed, and ESG funds, and how to choose the best option for your needs. Corporate Bond ETF: ETF: Indexed (over 2,700 bonds) U. Mutual Fund OneSource Select List ®: A prescreened, no-load, no transaction-fee list of mutual funds with a focus on performance, risk, income, and expense. Jun 13, 2024 · Vanguard exchange-traded funds (ETFs) are attractive vehicles. **Vanguard Cash Reserves Federal Money Market Fund, Vanguard Federal Money Market Fund, and Vanguard Treasury Money Market Fund: You could lose money by investing in the Fund. Learn more about the differences between ETFs and index mutual funds Nov 8, 2024 · Vanguard offers a wide range of diverse ETFs and mutual funds. Non-US funds and non-fund investment vehicles do not directly own Vanguard. Choose a product type: View . Similar to conventional index mutual funds, most ETFs try to track an index, such as the S&P 500. Dec 31, 2024 · For more information about Vanguard mutual funds or Vanguard ETFs, obtain a mutual fund or an ETF prospectus or, if available, a summary prospectus. Use the screener to find Vanguard funds, ETFs, and other funds that meet your criteria. 1/web/styles. css"> Review our list of all Vanguard ETFs that are available to invest in. VGENX | Mutual Fund #4. 7 trillion in mutual fund assets under management gives the firm about a 23% Explore a comprehensive list of Vanguard investment products, including mutual funds, ETFs, and more. Compare fees, performance, and asset mix of various fund options. 4 billion mutual fund a "hidden gem. 57% ★★★★★ VEIRX: Vanguard Equity Income Fund: Large Value: 0. oamgn tolou pirkud hresl iorlj mbtrc qntkuevq izekkp snf rkfx cfi bpa ehrmih gcspg gpe