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Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.25-0.05 (-0.35%)
At close: 8:01PM EDT
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Previous Close14.30
YTD Return9.50%
Expense Ratio (net)0.20%
CategoryInflation-Protected Bond
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingAverage
Sustainability RatingN/A
Net Assets32.66B
Beta (5Y Monthly)0.92
5y Average ReturnN/A
Holdings Turnover26.00%
Last Dividend0.03
Average for CategoryN/A
Inception DateJun 29, 2000
  • 7 Low-Risk Mutual Funds to Buy Now

    7 Low-Risk Mutual Funds to Buy Now

    [Editor's note: This article is regularly updated to include the most relevant information available.]At their core, mutual funds should be lower-risk investments. The aim of many mutual funds is to provide broad-based exposure to a particular asset class; stocks, bonds, etc. With that diversity, at least in theory, should come to a lower risk profile for investors.According to the Securities and Exchange Commission (SEC):InvestorPlace - Stock Market News, Stock Advice & Trading Tips"All funds carry some level of risk. With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change…A fund's past performance is not as important as you might think because past performance does not predict future returns. But past performance can tell you how volatile or stable a fund has been over a period of time. The more volatile the fund, the higher the investment risk."Indeed, an array of low-risk mutual funds spanning multiple asset classes are currently available to investors. Still, even low-risk mutual funds are not entirely free of risk. Even those with fixed-income exposure have some risk."Bond mutual funds -- like all mutual funds -- involve investment risk, including the possible loss of principal. A fundamental principle of investing known as the risk/reward tradeoff means that when you make an informed decision to assume some risk, you also create the opportunity for reward. Investors should be aware of the risks and potential for losses associated with bond mutual fund investing," according to the Investment Company Institute (ICI). * 7 Lumbering Large-Cap Stocks to Avoid Here are a few low-risk mutual funds for conservative investors to consider. Fidelity Income Conservative Bond Fund (FCONX)Source: Shutterstock Expense Ratio: 0.35% per year, or $35 on a $10,000 investment.The Fidelity Income Conservative Bond Fund (MUTF:FCONX) epitomizes "low-risk mutual fund," particularly at any time when interest rates could rise. Short-term bond funds are often among the most popular fixed-income funds due to the lower duration risk profile offered by short-dated bonds.Credit risk is benign with this Fidelity fund because its holdings are comprised primarily of sovereign debt. Over 60% of FCONX's holdings are rated AA or A. Vanguard Inflation-Protected Securities Fund (VIPSX)Source: Shutterstock Expense Ratio: 0.2%When looking for low-risk mutual funds, the Vanguard Inflation-Protected Securities Fund (MUTF:VIPSX) highlighted here is the investor class of this popular product.Treasury inflation-protected securities (TIPS), the bonds held by this Vanguard fund, are low-risk bonds. Reduced risk in the fixed income space usually means lower yields, and that is true of TIPS. * 7 Lumbering Large-Cap Stocks to Avoid Income on this low-risk mutual fund "can fluctuate more in this fund because payments depend on inflation changes. Investors with a long-term time horizon may wish to consider this fund as a complement to an already diversified fixed income portfolio," according to Vanguard. Vanguard Equity Income Fund (VEIPX)Source: Shutterstock Expense Ratio: 0.27%Over long holding periods, dividend stocks can reduce a portfolio's risk profile and there are plenty of dividend funds that can be classified as low-risk mutual funds, include the Vanguard Equity Income Fund (MUTF:VEIPX). VEIPX is the investor share class of this popular Vanguard offering.This low-risk mutual fund holds 97.4% stocks, and most of them have large market capitalizations. Financial services and technology stocks combine for over 28% of VEIPX's roster while the healthcare and industrial sectors combine for nearly 25% of its holdings.VEIPX does not explicitly have a dividend increase streak requirement, but this fund is home to some stocks with lengthy histories of rising payouts. Several of VEIPX's top ten holdings have dividend increase streaks that can be measured in decades. American Century Mid-Cap Value Fund (ACLAX)Expense Ratio: 1.23%Some words of advice regarding the American Century Mid-Cap Value Fund (MUTF:ACLAX). As the above expense ratio indicates, this is not a cheap fund, and that status is further cemented by a 5.75% sales load -- meaning investors considering this low-risk mutual fund should be in it for the long-term.On to better news, mid-caps have a lengthy history of outperforming large-caps while doing so with less volatility than small-cap stocks. * 7 Lumbering Large-Cap Stocks to Avoid The financial services and industrial sectors combine for nearly 40% of ACLAX's weight. None of the fund's holdings exceed a weight of 3.1% as of the start of the year. Vanguard Total Stock Market Index Fund (VTSAX)Source: Shutterstock Expense Ratio: 0.04%The Vanguard Total Stock Market Index Fund (MUTF:VTSAX) is a passively managed index fund, not an active mutual fund. In the fund world, VTSAX is one of the true giants among equity products. As of the end of May, across various share classes, the Vanguard Total Stock Market Index Fund, had almost $211 billion of net assets.VTSAX can be considered a low-risk mutual fund among equity funds due in part to its massive roster. This Vanguard fund is home to over 3,000 stocks, giving it a lineup that is more than six times larger than the S&P 500.VTSAX is the Admiral share class of this fund and has an annual fee that makes this fund very cheap. Fidelity Advisor Strategic Income Fund (FSTAX)Source: Shutterstock Expense Ratio: 0.98%The Fidelity Advisor Strategic Income Fund (MUTF:FSTAX) is a multi-sector bond fund, offering investors exposure to multiple corners of the fixed income universe."The fund uses a neutral mix of approximately 45% high yield, 25% U.S. Government and investment-grade, 15% emerging markets, and 15% foreign developed markets. Engaging in transactions that have a leveraging effect on the fund," according to Fidelity. * 7 Lumbering Large-Cap Stocks to Avoid The fund's managers can adjust credit and interest rate risk as market conditions. The fund has $16.94 billion of assets and has beaten its benchmark over the last three years. It has a 4% load. Invesco Global Low Volatility Equity Yield Fund (GTNDX)Source: Shutterstock Expense Ratio: 1.59%The Invesco Global Low Volatility Equity Yield Fund (MUTF:GTNDX) can be considered another low-risk mutual fund tracking the mid-cap space.Currently, GTNDX is underweight technology stocks, and overweight industrials and consumer discretionary. The latter category has kept its performance quite solid this year.This low-risk mutual fund "has dual objectives of providing income and long-term growth of capital. In addition to these objectives, the fund targets a level of total volatility that is less than that of its capitalization-weighted market index," according to the issuer.It also has a 5.5% load.As of this writing, Todd Shriber does not own any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Hot Stocks for 2020's Big Trends * 7 Lumbering Large-Cap Stocks to Avoid * 5 ETFs for Oodles of Monthly Dividends The post 7 Low-Risk Mutual Funds to Buy Now appeared first on InvestorPlace.

  • Is VIPSX a Strong Bond Fund Right Now?

    Is VIPSX a Strong Bond Fund Right Now?

    MF Bond Report for VIPSX

  • The Best Vanguard Funds for 401(k) Retirement Savers

    The Best Vanguard Funds for 401(k) Retirement Savers

    If the 401(k) world held a popularity contest, Vanguard would win. More Americans choose to stash their retirement savings in Vanguard 401(k) funds above all other firms' funds in the country.In this, our annual review of widely held 401(k) funds - mutual funds with the most in 401(k) assets - 32 Vanguard funds rank among the top 100.Of course, just over a dozen of those are index funds, but Vanguard offers many actively managed funds, too. Good ones.Today, we're going to look at some of the best Vanguard funds for your 401(k) ... and also weed out a few lesser options. We'll review nine active Vanguard funds, as well as the popular Vanguard Target Retirement series of target-date funds. (Ten Vanguard target-date portfolios rank among the 100 most popular retirement funds). We'll rate each Buy, Sell or Hold. SEE ALSO: The 30 Best Mutual Funds in 401(k) Retirement Plans