Vanguard 500 Index Fund

Scorecard
4 / 5 Stars
Lipper
5 5 5 5 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

Fund Holdings

The fund holds the majority of the domestic stocks in the S&P 500 Index. Buek also attempts to add value to the fund in buying futures contract, and he actively tries to reduce trading costs, according to Morningstar.

Asset Allocation

% Long % Net
Cash 0.65 0.65
Stocks 97.55 97.55
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 1.8 1.8
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL -5.38 2.81
Exxon Mobil Corporation XOM -5.01 2.51
Google, Inc. Class A GOOG 7.32 2.07
Microsoft Corporation MSFT 1.74 1.8
General Electric Co GE -9.6 1.59
Johnson & Johnson JNJ 0.69 1.56
Wells Fargo & Co WFC 2.31 1.36
Chevron Corp CVX -7.26 1.34
Procter & Gamble Co PG -4.09 1.3
JPMorgan Chase & Co JPM -3.23 1.3