3 / 5 Stars
4 4 5 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#60 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.92 percent over the past year, 14.52 percent over the past three years, 18.59 percent over the past five years, and 6.20 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||6.2%|
The investment seeks to provide a total return (capital appreciation plus dividend income) greater than the return of the Standard & Poor's 500 Index. The fund invests at least 65% (and typically more than 90%) of assets in stocks that are included in the index. Most of the stocks held by the fund provide dividend income as well as the potential for capital appreciation. The advisors use computer models to select a broadly diversified group of stocks that, as a whole, have investment characteristics similar to those of the S&P 500 Index, but are expected to provide a higher total return than that of the index.
Fees are Average compared to funds in the same category.
Vanguard Growth and Income Fund has an expense ratio of 0.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.