Here are the underlying funds as 2020 (all Investor Shares): Vanguard Windsor II Fund – 14.1%; Vanguard Long-Term Investment-Grade Fund – 12.3%; Vanguard GNMA Fund – 12.3% To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. a As of 12/14/2020. > Vanguard Explorer 529 Portfolio. That fund, which tracks the performance of the S&P 500, has become one of … Vanguard introduced the concept of the index fund in 1976, with the launch of the Vanguard 500 Index Fund. The Vanguard 500 Index Fund Admiral Shares (MUTF: VFIAX) charges an annual expense ratio of just 0.04%, or $4 on a $10,000 investment. It has an expense ratio of 0.17% in the Investor class versus 0.09% for Admiral. Log on Need some help? The plan is closing four portfolios and opening five new portfolios. Benchmark Russell 2500 Growth Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $38,427 Fund as of 12/31/19 $38,703 Benchmark as of 12/31/19 Annual returns Vanguard Small-Cap Stock and Sector Funds . The performance data shown represents past performance, which is not a guarantee of future results. View mutual fund news, mutual fund market and mutual fund interest rates. For broker-dealers, registered investment advisors, and trust or bank brokerage professionals. CollegeCounts 529 Fund Alabama - State Treasurer John McMillan. Institutional investors. Vanguard Real Estate ETF 529 A Word About Risk: Keep in mind that you can lose money by investing in a portfolio. Fee Score i x. Vanguard is one of the world's largest investment companies with 30 million investors changing the way the world invests. We’ll email you when new content is available. Classified as a small-cap growth stock fund, VEXPX uses a fundamental approach to pick the best of the Russell 2500 Index, which measures the performance of the … Once you've built your portfolio around the basics of large-cap U.S. stocks, international stocks, and bonds, you might want to add a more aggressive fund, such as a small-cap stock fund, and possibly a few sector funds for more diversity and potential for higher returns. Advice & guidance » Research funds » Price history search; Price history search. Vanguard High-Yield Tax-Exempt Fund (ticker: VWAHX), for example, is an actively managed municipal bond fund. Prefer Sortino Ratio over Sharpe, and would like a consistent return of 8% or more. Log on to check your balances, buy and sell investments, move money, and monitor your performance. Here are two Vanguard funds that could meet those needs. General Information. Analyze the Fund Vanguard Explorer Fund Investor Class having Symbol VEXPX for type mutual-funds and perform research on other mutual funds. Each of the Age-Based, Static, and Individual Fund Portfolios involves investment risks, which are described in the underlying mutual fund prospectuses and the Program Disclosure Statement and should be considered before investing. This mutual fund profile of the Explorer Fund Admiral provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. Current balance 52k, not Age Base - since I plan to use it to fund 10 kids that all vary in age (2 to 14) hence the desire for a consistent 8% or more. Stay informed What topics interest you? The Vanguard short term investment-grade fund unites bonds with high and medium quality. Find out with a subscription to The Vanguard Investor®. VEXRX | A complete Vanguard Explorer Fund;Admiral mutual fund overview by MarketWatch. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. • DFA U.S. Small Cap Value 529 Portfolio • Vanguard Explorer 529 Portfolio • Program Fees and Expenses The following information is added to the Fee and Expense table on page 22 of the Program Disclosure Statement: *For registered mutual funds, in the absence of … For people who invest through their employer in a Vanguard 401(k), 403(b), or other retirement plan. ... three index target portfolios and individual fund portfolios from a number of fund families. Track the daily prices of 1 or 2 Vanguard investments for up to 12 months. The Growth Fund of America has a front-end sales charge of 5.75 percent, while the Vanguard Growth Index Fund has none. VIGRX | A complete Vanguard Growth Index Fund;Investor mutual fund overview by MarketWatch. See Vanguard Explorer Fund (VEXPX) mutual fund ratings from all the top fund analysts in one place. Mr. Subscribe Get the inside scoop Log on and sign up for In the Vanguard®, our exclusive e-newsletter. The Vanguard Windsor Fund has been so successful that it spawned a second fund in 1985, the Vanguard Windsor II Fund Investor Shares (VWNFX), which went on to post a … Performance i x. Click "+" to expand the plan details, click "-" to shrink the plan details. Financial advisors. Click a fund name to view the fund profile for additional detail. The company is expected to announce soon that it is eliminating commissions to trade equities and options. Your annual fees would amount to … You can also learn who should invest in this mutual fund. I am debating which Portfolio for the Vanguard 529 Plan is better? Vanguard Explorer™ Fund Supplement Dated February 26, 2019, to the Prospectus and Summary Prospectus Dated February 26, 2019 Important Change to Vanguard Explorer Fund Kenneth L. Abrams will transition from Wellington Management Compan y LLP’s (Wellington Management) portion of Vanguard Explorer Fund, effective January 1, 2020. Program type Savings; Inception 2000, but substantially changed in July 2007 and again in July 2017. Vanguard's 529 … CollegeCounts 529 Fund. It features age-based, static and individual fund portfolio options using mutual funds from multiple fund firms. Track the daily prices of 1 or 2 Vanguard® funds or annuity and 529 portfolios for up to 12 months. The manager for the Alabama CollegeCounts 529 Fund direct-sold savings program changed from Van Kampen to Union Bank and Trust Company in August 2010. Our Rating i x 4.5 of 5. Learn more about VEXPX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. How are the MOST 529 Plan investment options changing? Learn more about mutual funds at fidelity.com. Sign up What’s a smart money move? > Vanguard Explorer 529 Portfolio. View mutual fund news, mutual fund market and mutual fund interest rates. For retirement plan sponsors, consultants, and nonprofit representatives. ** Returns are adjusted for fees where applicable. 4.5 of 5. Consider our advisor… American Funds SMALLCAP World Fund;529-E 1,702,364 (-1.38) 3.75: Vanguard Total Stock Market Index Fund;ETF ... Vanguard Explorer Fund;Investor 850,000 (0.20) 1.87: Vanguard … It’s a fund of funds. 5 of 5. Vanguard also offers its mutual fund selection within the College Savings Iowa 529 Plan, which allows for a minimum investment of $25. Fund number 12345 $13,206 MM 0.34 % VEXRX 40.8 % 11/12/01 5024 Investment objective Vanguard Explorer Fund seeks to provide long-term capital appreciation. The Vanguard STAR Fund has a $1,000 minimum and a higher 0.32% expense ratio because it offers a mix of Vanguard funds. Portfolios being closed: Vanguard Windsor II Portfolio; Vanguard Explorer Portfolio; Vanguard International Growth Portfolio; Vanguard Morgan Growth Portfolio; New portfolios from Dimensional Fund Advisors (DFA) being opened: Vanguard Real Estate Index 529 A Word About Risk: Keep in mind that you can lose money by investing in a portfolio. Select a Vanguard® fund : Share class This is an added cost advantage for the Vanguard fund… 529 Savings Plan - Direct-sold. Each of the Age-Based, Static, and Individual Fund Portfolios involves investment risks, which are described in the underlying mutual fund prospectuses and the Program Disclosure Statement and should be considered before investing. Vanguard’s brokerage customers may be getting a New Year’s gift. An expense ratio of 0.17 % in the Vanguard®, our exclusive e-newsletter Trust. Prospectus for mutual funds | a complete Vanguard Growth Index fund has none to provide capital. 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