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This is a list of all mutual funds with some key metrics, such as their net assets under management (in millions), YTD return, required minimum retirement (IRA) investment, required minimum standard (taxable) investment, dividend yield, and expense ratio.
This list includes historical return information for all mutual funds.
This list includes asset allocation proportions of the underlying holdings for all mutual funds.
This list includes all management costs and other fee information for all mutual funds.
| Symbol | Name | Net Assets ($M USD) | YTD | IRA Min | Standard Min | Dividend Yield | Expense Ratio |
|---|---|---|---|---|---|---|---|
| /funds/vstsx-vanguard-total-stock-mkt-idx-instl-sel/ | /funds/vstsx-vanguard-total-stock-mkt-idx-instl-sel/ | $804,465.22 | 12.37% | N/A | $5,000,000,000 | 0.02% | 0.01% |
| /funds/vsmpx-vanguard-total-stock-mkt-idx-instl-pls/ | /funds/vsmpx-vanguard-total-stock-mkt-idx-instl-pls/ | $804,465.22 | 12.36% | N/A | $100,000,000 | 0.02% | 0.02% |
| /funds/vtsax-vanguard-total-stock-mkt-idx-adm/ | /funds/vtsax-vanguard-total-stock-mkt-idx-adm/ | $804,465.22 | 12.37% | N/A | $3,000 | 0.02% | 0.04% |
| /funds/vitsx-vanguard-total-stock-market-idx-i/ | /funds/vitsx-vanguard-total-stock-market-idx-i/ | $804,465.22 | 12.38% | N/A | $5,000,000 | 0.02% | 0.03% |
| /funds/vtsmx-vanguard-total-stock-mkt-idx-inv/ | /funds/vtsmx-vanguard-total-stock-mkt-idx-inv/ | $804,465.22 | 12.34% | $3,000 | $3,000 | 0.02% | 0.14% |
| /funds/vffsx-vanguard-500-index-institutional-select/ | /funds/vffsx-vanguard-500-index-institutional-select/ | $479,625.62 | 12.09% | N/A | $5,000,000,000 | 0.02% | 0.01% |
| /funds/vfiax-vanguard-500-index-admiral/ | /funds/vfiax-vanguard-500-index-admiral/ | $479,625.62 | 12.09% | N/A | $3,000 | 0.02% | 0.04% |
| /funds/vfinx-vanguard-500-index-investor/ | /funds/vfinx-vanguard-500-index-investor/ | $479,625.62 | 12.07% | $3,000 | $3,000 | 0.02% | 0.14% |
| /funds/vtiax-vanguard-total-intl-stock-index-admiral/ | /funds/vtiax-vanguard-total-intl-stock-index-admiral/ | $372,473.11 | 7.45% | $10,000 | $3,000 | 0.03% | 0.11% |
| /funds/vtisx-vanguard-total-intl-stock-idx-instl-sel/ | /funds/vtisx-vanguard-total-intl-stock-idx-instl-sel/ | $372,473.11 | 7.45% | N/A | $3,000,000,000 | 0.03% | 0.04% |
| /funds/vtsnx-vanguard-total-intl-stock-index-i/ | /funds/vtsnx-vanguard-total-intl-stock-index-i/ | $372,473.11 | 7.43% | $5,000,000 | $5,000,000 | 0.03% | 0.08% |
| /funds/vtpsx-vanguard-total-intl-stock-idx-instlpls/ | /funds/vtpsx-vanguard-total-intl-stock-idx-instlpls/ | $372,473.11 | 7.44% | $100,000,000 | $100,000,000 | 0.03% | 0.07% |
| /funds/vgtsx-vanguard-total-intl-stock-index-inv/ | /funds/vgtsx-vanguard-total-intl-stock-index-inv/ | $372,473.11 | 7.38% | $3,000 | $0 | 0.03% | 0.17% |
| /funds/vinix-vanguard-institutional-index-i/ | /funds/vinix-vanguard-institutional-index-i/ | $232,689.54 | 11.74% | N/A | $5,000,000 | 0.01% | 0.04% |
| /funds/viiix-vanguard-institutional-index-instl-pl/ | /funds/viiix-vanguard-institutional-index-instl-pl/ | $232,689.54 | 11.74% | N/A | $100,000,000 | 0.01% | 0.02% |
| /funds/vtbsx-vanguard-total-bond-market-idx-instl-sel/ | /funds/vtbsx-vanguard-total-bond-market-idx-instl-sel/ | $217,698.32 | 2.87% | N/A | $3,000,000,000 | 0.02% | 0.01% |
| /funds/vbtlx-vanguard-total-bond-market-index-adm/ | /funds/vbtlx-vanguard-total-bond-market-index-adm/ | $217,698.32 | 2.87% | N/A | $3,000 | 0.02% | 0.05% |
| /funds/vbmpx-vanguard-total-bond-market-idx-instlpls/ | /funds/vbmpx-vanguard-total-bond-market-idx-instlpls/ | $217,698.32 | 2.87% | N/A | $100,000,000 | 0.02% | 0.03% |
| /funds/vbtix-vanguard-total-bond-market-index-i/ | /funds/vbtix-vanguard-total-bond-market-index-i/ | $217,698.32 | 2.87% | N/A | $5,000,000 | 0.02% | 0.04% |
| /funds/vbmfx-vanguard-total-bond-market-index-inv/ | /funds/vbmfx-vanguard-total-bond-market-index-inv/ | $217,698.32 | 2.87% | $3,000 | $3,000 | 0.02% | 0.15% |
| Symbol | Name | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Inception Date |
|---|
| Symbol | Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
| Symbol | Name | Expense Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
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