VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares
| Previous Close | 61.06 |
| YTD Return | -8.23% |
| Expense Ratio (net) | 0.04% |
| Category | Large Blend |
| Last Cap Gain | 0.00 |
| Morningstar Rating | ★★★★★ |
| Morningstar Risk Rating | Average |
| Sustainability Rating |
| Net Assets | 840.92B |
| Beta (5Y Monthly) | 1.02 |
| Yield | 1.92% |
| 5y Average Return | N/A |
| Holdings Turnover | 4.00% |
| Last Dividend | 0.02 |
| Average for Category | N/A |
| Inception Date | Nov 12, 2000 |
- ETF.com
When Bond ETFs Deliver The Goods
Did your bond ETFs act as a shock absorber in this market turmoil?
- Morningstar
A 7-Point Risk Drill for Your Portfolio
A calmer market provides the ideal backdrop for a systematic checkup on your portfolio's risk factors.
- Kiplinger
Stock Market Trading Hours: What Time Is the Stock Market Open Today?
When does the stock market open? While the market does have regular hours, trading doesn't stop when the major exchanges close.
- ETF.com
Open Mic: How ETF Rule Impacts Your Business?
We ask issuers and advisors what impact the ETF rule is having on them and their clients.
- ETF.com
Market Turmoil Pits Instinct Vs. Logic
A lightly moderated debate on bailing on or buying more stocks now.
- ETF.com
February ETF Inflows Positive Despite Virus
Investors added more than $21 billion to U.S.-listed ETFs during the month.
- Kiplinger
Kip ETF 20: The Best Cheap ETFs You Can Buy
Exchange-traded funds (ETFs) are growing at an astronomical rate. U.S. assets are closing in on $4.25 trillion. The ETF share of total assets at investment firms has more than doubled to 17% from 8% at the start of the decade, while mutual funds have lost market share. The only problem with this explosive growth? The industry now boasts thousands of funds, making it difficult to determine the very best ETFs.But investors are getting smarter about how they use ETFs in their portfolios. "After a decade of market gains, ETFs now play a unique role for investors as the foundation of a portfolio and also as vehicles that enable investors to be nimble," says Kari Droller, who oversees third-party mutual funds and ETFs at Charles Schwab.We try to be nimble, too. Although a thorough review of the Kiplinger ETF 20 happens only once a year, we watch each fund closely. As you'll see below, we've noted where a couple of funds merit more scrutiny as interest rates stay steady and low. But for now, we're holding fast to our 20.Read on for more analysis of our Kiplinger ETF 20 picks, which allow investors to tackle various strategies at a low cost. SEE ALSO: The 20 Best ETFs to Buy for a Prosperous 2020
- ETF.com
The Cost Of Focusing Exclusively On ETF Fees
Vanguard’s Rich Powers on lagging advisor adoption of ETFs that don’t fall into the “low-cost core” category.
- Morningstar
An Upgrade for This Fine Real Estate Fund From Vanguard
Because our new ratings framework places an even greater emphasis on fees, Vanguard Real Estate Index now earns a Gold rating.
- Kiplinger
2020 Stock Market Holidays and Bond Market Holidays
Is the market open today? Take a look at which holidays the stock markets and bond markets take off in 2020.
- Kiplinger
Is the Stock Market Closed on Presidents' Day?
Stock traders and bond traders alike have Monday off to celebrate George Washington's birthday.
- Kiplinger
How the Stock Market Performed During the Clinton Impeachment
Will Donald Trump's trial disrupt the red-hot rally? History suggests it won't.
- Kiplinger
Is the Stock Market Closed on MLK Day?
Both the stock markets and bond markets will have Monday off as the nation honors civil rights leader Martin Luther King Jr.
- ETF.com
Vanguard’s Winds Of Change Quite Chilly
Sometimes a company’s need to advertise seems to go against some of its core beliefs, one advisor says.
- Morningstar
Vanguard's Unique ETF Structure Presents Unique Tax Risks
Exchange-traded funds' structural advantages make them more tax-efficient than traditional open-end mutual funds. Most of Vanguard's ETFs were established as separate share classes of the firm's mutual funds. Most of its ETFs were bolted onto existing mutual funds.
- InvestorPlace
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.
- Kiplinger
Is the Stock Market Open on New Year's Eve?
Yes, the stock market is open on New Year's Eve during normal trading hours. New Year's Day is a stock market holiday.
- Kiplinger
The 10 Best Vanguard Funds for 2020
If you're looking to upgrade your portfolio in the new year, you'd be wise to look first at Vanguard - the proprietor of low-cost, high quality funds. The best Vanguard funds tend to have similar qualities. They're inexpensive. They're easy to understand. And when they're managed funds, they're managed well.Jack Bogle, who the world lost about a year ago, will long be remembered for his passionate advocacy of low-cost investing in general, and the index fund in particular. Pursuing those two ideas relentlessly, he built Vanguard into one of the world's largest investment companies with more than $5.5 trillion in assets.But Bogle possessed another talent that went virtually unnoticed. He was a superior judge of actively managed mutual funds.Consider: When Vanguard opened for business on May 1, 1975, Wellington Management - where Bogle had worked previously - was already on board. Vanguard's Wellington (VWELX) is now one of the nation's largest and most successful balanced funds with more than $110 billion in assets. And Wellington remains the subadvisor on several more Vanguard funds.In the mid-1980s, Bogle heard that several top managers wanted to leave the American Funds, which had a reputation of being such a good place to work that no one ever left. But those managers did leave, to start Primecap Management. Vanguard Primecap (VPMCX) and later Vanguard Primecap Core (VPCCX) were launched. They've been two of the most successful mutual funds ever.Today, however, we're going to look at the best Vanguard funds to buy for 2020. While Bogle is no longer with us, his firm still is renowned for both its skilled management and its dirt-cheap indexed products. Here, we'll look at some of each that should serve investors well in the new year. SEE ALSO: The 30 Best Mutual Funds in 401(k) Retirement Plans
- ETF.com
My Cold-Shoulder Take On ESG
Can you be a responsible investor and still earn market returns? It’s not clear.
- Kiplinger
Is the Stock Market Open on Veterans Day?
Despite being a federal holiday, the stock market is open on Veterans Day during regular trading hours.
- ETF.com
October ETF Inflows Nearly $30B
Year-to-date ETF inflows remained ahead of last year's record pace.
- ETF.com
3 Keys To Int’l Stocks Beating US
Here are three reasons underperformance by international stocks versus U.S. is unlikely to continue.
- Kiplinger
7 Secrets of Highly Successful Investors
Prosper in this volatile market (or any other) by focusing on fundamentals.
