NAESX - Vanguard Small Capitalization Index Fund Investor Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD
76.45
-0.16 (-0.21%)
As of 8:00PM EST. Market open.
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Previous Close76.61
YTD Return19.56%
Expense Ratio (net)0.17%
CategorySmall Blend
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingBelow Average
Sustainability Rating
Net Assets91.51B
Beta (3Y Monthly)1.17
Yield1.24%
5y Average ReturnN/A
Holdings Turnover15.00%
Last Dividend0.05
Average for CategoryN/A
Inception DateOct 3, 1960
  • 8 Great Vanguard ETFs for a Low-Cost Core
    Kiplinger

    8 Great Vanguard ETFs for a Low-Cost Core

    Vanguard is the best-known pioneer of low-cost investing, including in the exchange-traded fund space. But it's hardly alone anymore, as providers such as Schwab, iShares and SPDR have all hacked away at each other with ever-shrinking fees.Still, don't sleep on Vanguard ETFs. While Vanguard isn't always No. 1 among the cheapest index funds in every class, it's still a low-cost leader in several areas, and it's typically one of the least expensive options no matter where you look.And inexpensive does matter. Let's say an investor puts $100,000 apiece in two different funds that both gain 8% annually, but Fund A charges 1% in fees while Fund B charges 0.5%. In 30 years, Fund A will be worth a respectable $744,335 ... but Fund B will be worth $865,775. That's roughly $120,000 lost not just in fees, but also lost opportunity cost from returns that could have been reinvested in the fund.Here are eight low-cost Vanguard ETFs that investors can use as part of a core portfolio. All of these index funds are among the least expensive in their class and offer wide exposure to their respective market areas. SEE ALSO: The 19 Best ETFs for a Prosperous 2019

  • Morningstar

    A Conservative Retirement Portfolio in 3 Buckets

    Many retired investors are comfortable embracing a healthy equity stake in their portfolios. This Conservative Bucket Portfolio has a more modest goal: preserving purchasing power and delivering living expenses for the retiree who has an approximately 15-year time horizon (that is, life expectancy). To construct a Bucket portfolio, the retiree starts with anticipated income needs for a given year, then subtracts certain sources of income such as Social Security and a pension.