VIMSX Mutual Fund

VIMSX Mutual Fund (Vanguard Morningstar Mid-Cap Index Fund Investor Class) is managed by Vanguard (US) with $276.2M in net assets. VIMSX expense ratio is 0.17%, holding 285 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1998-05-21.

VIMSX performance shows a YTD return of 13.38%. The 1-year return is 13.16% and the 5-year return is 6.67%. VIMSX dividend yield stands at 1.22%, paid quarterly.

VIMSX top holdings include Cloudflare Inc (1.1%), Marathon Petroleum Corp (1.1%), Valero Energy Corp (1.1%), Phillips 66 (1.0%), Quanta Services Inc (0.9%). Go to all VIMSX holdings, VIMSX sectors, or VIMSX dividends.

VIMSX can be compared against other funds. Use VIMSX overlap to find shared positions, or VIMSX vs another fund for a side-by-side view. VIMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.