A high correlation between funds may mean that your portfolio of funds is not as diverse as you might want it to be. Registration for this event is available only to Intelligent Investor members. If you use a mail filtering tool make sure you allow email from support@savingforcollege.com prior to submitting the request. Fund Performance. Knowing this helps us better customize your experience, Knowing this helps us better customize your experience and offer better recommendations, Already have a Savingforcollege.com account?Log In, I want to learn more about college savings, I want to connect and monitor my 529 plan, Track your child’s 529 plan growth and performance, Notifications to help you better manage your child’s 529 plan, Tips on how to accelerate the growth of your child’s 529 plan. Our research tools allow you to search, filter and compare thousands of shares, funds and postcodes with ease. View our membership page for more information. Care Fund,Vanguard Energy Fund,VVIF Growth Portfolio, andVVIF Real Estate Index Portfolio (each, a Fund and collectively, the Funds ). While this is partially true, Vanguard offers some of the best aggressive growth funds because they also benefit from that same low-cost, long-term performance edge associated with the Vanguard … Learn more about this managed fund including fund information, strategy, asset allocation & performance. Although they usually offer a larger return than short-term bonds, they are more susceptible to interest rate risk. This represents ownership in companies that operate in real estate. brokerage and assuming dividends re-invested and no withdrawals. Assumptions Data in "Growth of $10,000" is based on historical annual performance data. Get fund performance data on Vanguard Growth Index Fund ETF Shares (VUG) including growth, trailing returns, and quarterly and monthly returns. Create a Premium account, and enjoy 15 day free trial, with unlimited access to all our research & services. For security, we track login attempts. Although they are more volatile than bonds, they historically offer a greater risk-adjusted return. The Board ofTrustees that oversees each Fund approved a change in the Fund s sub-classification under the Investment Company Act of 1940 from diversified to non-diversified and the elimination of a related fundamental policy (the Proposal ). Find out why funds offered by Vanguard, the leading provider of low-cost mutual funds, index funds and ETFs, are good for your portfolio. Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. VVIF Growth Portfolio VVIF Real Estate Index Portfolio Supplement Dated July 29, 2020, to the Prospectuses and Summary Prospectuses Important Changes toVanguard U.S. Growth Fund,Vanguard Health Care Fund,Vanguard Energy Fund,VVIF Growth Portfolio, andVVIF Real Estate Index Portfolio (each, a Fund and collectively, the Funds ). Copyright © 2020 Saving for College, LLC. Upgrade and enjoy access to Intelligent Investor, Eureka Report, Insights, Research Tools and Portfolio Manager. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. While other tools may compare funds only to the S&P 500 (or 500 Index fund), you can use this tool to determine how closely the performance of one Vanguard stock fund tracks that of any other Vanguard stock fund. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Performance charts for Vanguard Growth Index Portfolio Fund (5290448) including intraday, historical and comparison charts, technical analysis and trend lines. We have not taken yours and your clients' circumstances into account when preparing our website content so it may not be applicable to the particular situation you are considering. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. View our membership page for more information. The Vanguard 500 Index Option invests 100% of its assets in Vanguard Institutional Index Fund, which employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index. Exact recommended allocation for a low-cost Vanguard Index Growth portfolio. There's no right or wrong model, so it's important to tune in to what you feel best fits your goals and risk tolerance. Historical performance for the portfolio versus the S&P 500 Index. Contributions to this individual fund portfolio will be invested solely in the Vanguard Growth Index Fund (Admiral). Our full product list view provides financial advisors with performance details and investment information for our complete lineup of low-cost ETFs and mutual funds. I’m a professional financial advisor using Vanguard’s investments. Get fund performance data on Vanguard Growth Index Fund Institutional Shares (VIGIX) including growth, trailing returns, and quarterly and monthly returns. Learn more about this portfolio's investment strategy and policy. Please contact Member Services on support@investsmart.com.au or 1300 880 160. View non-Vanguard mutual fund performance : Financial advisors. Vanguard Growth Index Fund seeks to track the performance of abenchmark index that measures the investment return of large-capitalization growth stocks. Style: Type: Domestic Stock - General : Category: Large Growth . Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. "FREE" : "$" + t.Cost.toFixed(2) }}, Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 |, {{ fund.benchmark.peers.peerCount }} peers, Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund), Vanguard Growth Index - Managed fund profile. Brokerage costs are not included in this calculation. Savingforcollege.com is an unbiased, independent resource for parents and financial professionals, providing them with information and tools to understand the benefits of 529 college savings plans and how to meet the challenge of increasing college costs. › View mutual fund performance › View ETF performance › View variable insurance fund performance: Retirement plan participants. Explore Vanguard's 529 plan investment options, including money market, bond, balanced, and stock portfolios. Benchmark Spliced Growth Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $40,970 Fund as of 12/31/19 $41,155 Benchmark as of 12/31/19 Annual returns Each portfolio is assigned to a category of similar portfolios for comparison purposes. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. Find out more at Eureka Report The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. Once entered, we will send a reset link to the email address you specified. It may take a few minutes to update your subscription details, during this time you will not be able to view locked content. If you haven't been redirected in 10 seconds, please click here to view our full investment product list.click here to view our full investment product list. You now have access to Free InvestSMART Insights, we look forward to helping you on your financial journey. Compare all the funds that you own. Current and Historical Performance Performance for Vanguard Index Trust - Growth I on Yahoo Finance. This represents ownership in companies of developed foreign countries. {{ t.Cost === 0 ? The portfolio. SMS code cannot be sent due to: {{ twilioStatus }}, Looks you are already a member. Vanguard Growth Index 529 Portfolio firespringInt 2019-04-02T16:02:49-05:00. email. The index is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The fund has returned 30.46 percent over the past year, 18.57 percent over the past three years, 16.44 percent over the past five years and 15.76 percent over the past decade. These annual fees are calculated based on a percentage of the investment balance. Please enter your mobile number and press send to receive a text message with a verification code. Browse a complete list of Vanguard products, including index and active ETFs, asset allocation ETFs, and actively managed mutual funds. Past performance of a security may or may not be sustained in future and is no indication of future performance. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth. Start With the Best Portfolio Structure . 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