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The Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) is an ultralow-cost, passively managed index fund that tracks medium-sized stocks domiciled in the United States. VMCPX tracks the CRSP U.S. Mid Cap Index and uses a full-replication strategy by owning all the stocks in the index. This gives investors exposure to over 375 different domestic mid-caps. A broad range of sectors and industries are represented by the index.
As an index covering mid-cap stocks, VMCPX makes an ideal core position alongside large- and mid-cap U.S. equities. The fund is internally managed by Vanguard.
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| Period | VMCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 20.5% | -2.0% | 34.1% | 20.00% |
| 1 Yr | 8.2% | -33.4% | 21.0% | 4.15% |
| 3 Yr | 10.6%* | -13.8% | 13.9% | 5.88% |
| 5 Yr | 8.1%* | -15.9% | 10.1% | 3.92% |
| 10 Yr | N/A* | -2.7% | 15.1% | N/A |
* Annualized
| Period | VMCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -10.7% | -44.3% | 7.9% | 9.06% |
| 2017 | 17.6% | -20.7% | 25.7% | 5.28% |
| 2016 | 9.6% | -15.1% | 40.3% | 48.63% |
| 2015 | -2.8% | -32.9% | 1.5% | 10.98% |
| 2014 | 12.3% | -42.4% | 14.7% | 3.21% |
| Period | VMCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 20.5% | -2.0% | 34.1% | 20.00% |
| 1 Yr | 8.2% | -33.4% | 22.4% | 8.30% |
| 3 Yr | 10.6%* | -11.7% | 22.1% | 16.86% |
| 5 Yr | 8.1%* | -15.9% | 13.0% | 11.37% |
| 10 Yr | N/A* | -2.7% | 15.1% | N/A |
* Annualized
| Period | VMCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -10.7% | -44.3% | 7.9% | 14.34% |
| 2017 | 17.6% | -8.7% | 25.7% | 16.60% |
| 2016 | 9.6% | -4.9% | 40.3% | 63.53% |
| 2015 | -2.8% | -32.9% | 2.7% | 24.31% |
| 2014 | 12.3% | -42.4% | 17.2% | 6.43% |
| VMCPX | Category Low | Category High | VMCPX % Rank | |
|---|---|---|---|---|
| Net Assets | 101 B | 1.89 M | 101 B | 0.75% |
| Number of Holdings | 374 | 5 | 3272 | 20.75% |
| Net Assets in Top 10 | 7.31 B | 1.59 M | 7.31 B | 0.75% |
| Weighting of Top 10 | 7.18% | 4.8% | 99.1% | 86.79% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| Stocks | 98.71% | 24.06% | 103.09% | 30.57% |
| Cash | 0.96% | -3.09% | 33.69% | 72.08% |
| Other | 0.32% | -8.15% | 1.32% | 1.13% |
| Bonds | 0.01% | 0.00% | 48.38% | 15.47% |
| Preferred Stocks | 0.00% | 0.00% | 8.22% | 57.74% |
| Convertible Bonds | 0.00% | 0.00% | 0.38% | 55.09% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| Technology | 18.45% | 0.99% | 35.89% | 24.91% |
| Consumer Cyclical | 14.76% | 0.00% | 35.24% | 31.32% |
| Industrials | 14.57% | 0.00% | 49.96% | 58.87% |
| Financial Services | 12.32% | 0.00% | 53.58% | 60.38% |
| Healthcare | 10.00% | 0.00% | 45.49% | 47.92% |
| Real Estate | 7.64% | -0.49% | 17.80% | 38.87% |
| Utilities | 6.50% | -0.63% | 25.59% | 17.36% |
| Energy | 5.00% | -0.89% | 18.35% | 33.58% |
| Consumer Defense | 4.17% | -1.31% | 15.66% | 40.38% |
| Basic Materials | 3.78% | -0.25% | 21.74% | 63.02% |
| Communication Services | 1.52% | 0.00% | 26.18% | 28.30% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| US | 96.98% | 14.99% | 100.00% | 30.94% |
| Non US | 1.73% | 0.00% | 52.62% | 60.38% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| Cash & Equivalents | 0.96% | -0.58% | 33.69% | 77.65% |
| Government | 0.01% | 0.00% | 40.24% | 10.23% |
| Derivative | 0.00% | -0.01% | 0.00% | 53.79% |
| Securitized | 0.00% | 0.00% | 2.91% | 55.68% |
| Corporate | 0.00% | 0.00% | 34.31% | 62.50% |
| Municipal | 0.00% | 0.00% | 12.70% | 54.92% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| US | 0.01% | 0.00% | 48.38% | 15.09% |
| Non US | 0.00% | 0.00% | 12.70% | 56.60% |
| VMCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.03% | 0.03% | 6.27% | 100.00% |
| Management Fee | 0.03% | 0.00% | 2.00% | 3.40% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.35% | N/A |
| VMCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
| VMCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.50% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| VMCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 16.00% | 1.00% | 196.54% | 15.85% |
| VMCPX | Category Low | Category High | VMCPX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.02% | 0.00% | 0.05% | 4.15% |
| VMCPX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annually | Quarterly | Annually |
| Date | Amount |
|---|---|
| Mar 28, 2019 | $0.741 |
| Dec 24, 2018 | $0.923 |
| Sep 28, 2018 | $1.030 |
| Jun 22, 2018 | $0.768 |
| Mar 22, 2018 | $0.705 |
| Dec 21, 2017 | $0.884 |
| Sep 27, 2017 | $0.697 |
| Jun 23, 2017 | $0.644 |
| Mar 29, 2017 | $0.630 |
| Dec 22, 2016 | $0.882 |
| Sep 20, 2016 | $0.694 |
| Jun 14, 2016 | $0.642 |
| Mar 15, 2016 | $0.390 |
| Dec 23, 2015 | $0.829 |
| Sep 23, 2015 | $1.557 |
| Mar 25, 2015 | $0.038 |
| Dec 22, 2014 | $2.155 |
| Mar 25, 2014 | $0.031 |
| Dec 24, 2013 | $1.752 |
| Mar 20, 2013 | $0.027 |
| Dec 24, 2012 | $1.597 |
| Mar 22, 2012 | $0.012 |
| Dec 23, 2011 | $1.343 |
| Mar 23, 2011 | $0.015 |
| Dec 27, 2010 | $1.206 |
| VMCPX | Category Low | Category High | VMCPX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.63% | -4.72% | 2.61% | 3.40% |
| VMCPX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Semi-Annually | Annually |
Tenure Analysis
Category Low
0.0
Category High
40.27
Category Average
7.34
Category Mode
7.25
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
