Vanguard 500 Index

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Note: The following information has not been updated by the vendor since 10/23/20.

Address:	PO Box 1110
	Valley Forge, PA 19482-1110
Phone # for sales:	800-523-0857
Website:	www.vanguard.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Vanguard 500 Index

Symbol: VFINX

Portfolio contains these types of investments:

Tracks the S&P 500 index

Minimum Investment: $3,000

1-Year Profit Projection: N/A

Brief fund description:

Vanguard 500 Index Fund seeks investment results that correspond with the price and yield performance of the S&P 500 index. The fund allocates the percentage of net assets each company receives on the basis of the stock's relative total-market value: its market price per share multiplied by the number of shares outstanding. Shareholders are charged an annual account-maintenance fee of $10 for accounts with less than $10,000. Prior to Dec. 21, 1987, the fund was named Vanguard Index Trust. Prior to 1980, it was named First Index Investment Trust. From that date until Oct. 27, 1998, the fund was named Vanguard Index Trust 500 Portfolio.

Expenses TOP

Annual expense ratio: 0.18

Tax Efficiency: N/A

Load Type:

None

Load Percentage: N/A

Performance TOP

Performance 3 Months: N/A

Performance Year to Date: N/A

Performance 12 Months: 18.9

Performance 3 Years: -.81

Performance 5 Years: -2.2

Additional Comments TOP

Fund Features:

Index Fund

Fund Strategy:

Tries to mirror, as closely as possible, the S&P 500 Index.

Fund | Expenses | Performance | Additional Comments

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