VIMSX Mutual Fund

VIMSX Mutual Fund (Vanguard Morningstar Mid-Cap Index Fund Investor Class) is managed by Vanguard (US) with $475.8M in net assets. VIMSX expense ratio is 0.17%, holding 287 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1998-05-21.

VIMSX performance shows a YTD return of 7.85%. The 1-year return is 7.86% and the 5-year return is 7.28%. VIMSX dividend yield stands at 1.27%, paid quarterly.

VIMSX top holdings include Marathon Petroleum Corp (1.0%), Valero Energy (1.0%), Vertiv Holdings Co (0.9%), Phillips 66 (0.9%), Cloudflare Inc (180 Day Lockup) (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.