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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 | 27.3% | -22.3% | 74.4% | 21.19% |
| 1 Yr | 15.3% | -19.1% | 66.3% | 27.46% |
| 3 Yr | 11.7%* | -14.2% | 18.8% | 6.00% |
| 5 Yr | 8.8%* | -12.5% | 13.5% | 5.49% |
| 10 Yr | 13.5%* | -1.9% | 13.5% | 0.56% |
* Annualized
| Period | VMCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -10.7% | -44.3% | -1.3% | 11.66% |
| 2017 | 17.6% | -13.5% | 18.9% | 3.42% |
| 2016 | 9.6% | -16.4% | 23.6% | 57.20% |
| 2015 | -2.8% | -30.9% | 2.6% | 8.48% |
| 2014 | 12.3% | -19.0% | 16.3% | 4.67% |
| Period | VMCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 27.3% | -22.3% | 74.4% | 21.19% |
| 1 Yr | 15.3% | -13.3% | 66.3% | 35.82% |
| 3 Yr | 11.7%* | -9.7% | 18.8% | 6.33% |
| 5 Yr | 8.8%* | -7.0% | 13.5% | 11.39% |
| 10 Yr | 13.5%* | -1.2% | 13.5% | 0.56% |
* Annualized
| Period | VMCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -10.7% | -44.3% | 0.1% | 20.86% |
| 2017 | 17.6% | -8.7% | 24.9% | 25.68% |
| 2016 | 9.6% | -4.7% | 26.2% | 74.00% |
| 2015 | -2.8% | -24.2% | 3.9% | 23.66% |
| 2014 | 12.3% | -19.0% | 17.8% | 13.55% |
| VMCPX | Category Low | Category High | VMCPX % Rank | |
|---|---|---|---|---|
| Net Assets | 110 B | 728 K | 110 B | 1.16% |
| Number of Holdings | 352 | 25 | 3300 | 20.93% |
| Net Assets in Top 10 | 7.4 B | 161 K | 7.4 B | 1.16% |
| Weighting of Top 10 | 6.91% | 2.7% | 57.4% | 81.98% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| Stocks | 99.13% | 81.62% | 110.31% | 30.81% |
| Cash | 0.87% | -10.31% | 18.38% | 68.02% |
| Preferred Stocks | 0.00% | 0.00% | 3.90% | 69.19% |
| Other | 0.00% | -0.87% | 2.59% | 67.44% |
| Convertible Bonds | 0.00% | 0.00% | 0.33% | 67.73% |
| Bonds | 0.00% | 0.00% | 5.39% | 70.93% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| Technology | 16.77% | 4.28% | 29.90% | 35.47% |
| Consumer Cyclical | 12.50% | 3.60% | 34.84% | 52.03% |
| Industrials | 12.27% | 2.62% | 48.45% | 79.07% |
| Financial Services | 12.17% | 1.03% | 50.31% | 76.16% |
| Healthcare | 10.92% | 0.00% | 22.42% | 34.88% |
| Real Estate | 9.73% | -0.26% | 26.21% | 44.19% |
| Utilities | 6.92% | -2.87% | 14.59% | 21.80% |
| Communication Services | 5.46% | 0.00% | 23.88% | 8.14% |
| Basic Materials | 4.23% | -1.12% | 14.69% | 47.97% |
| Energy | 4.09% | 0.00% | 16.03% | 30.52% |
| Consumer Defense | 4.08% | 0.00% | 11.63% | 53.78% |
| Weighting | Return Low | Return High | VMCPX % Rank | |
|---|---|---|---|---|
| US | 97.34% | 81.38% | 109.56% | 38.08% |
| Non US | 1.79% | -0.96% | 12.59% | 46.22% |
| VMCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.03% | 0.00% | 10.07% | 98.81% |
| Management Fee | 0.03% | 0.00% | 2.00% | 2.33% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.00% | 0.41% | N/A |
| VMCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.00% | 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% | 0.00% | 962.00% | 15.04% |
| VMCPX | Category Low | Category High | VMCPX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.70% | 0.00% | 2.87% | 15.12% |
| VMCPX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annually | Quarterly | Annually |
| VMCPX | Category Low | Category High | VMCPX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.63% | -4.66% | 2.06% | 3.56% |
| VMCPX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Semi-Annually | 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 |
Start Date
Tenure
Tenure Rank
May 21, 1998
21.54
21.5%
Donald M. Butler, CFA, Principal of Vanguard. He has been with Vanguard since 1992; has managed investment portfolios since 1997. Education: B.S.B.A., Shippensburg University.
Start Date
Tenure
Tenure Rank
Apr 27, 2016
3.59
3.6%
Michael A. Johnson, Portfolio Manager. He has been with Vanguard since 1999; has worked in investment management since 2007; and has managed investment portfolios since 2010. Education: B.S.B.A., Shippensburg University.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.0 | 32.66 | 6.01 | 0.44 |
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