Vanguard Structured Broad Mkt InstlPlus

The investment seeks to provide long-term capital appreciation.
The fund invests in domestic stocks that span the capitalization of the overall market based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer a good balance between reasonable valuations and attractive growth prospects relative to their industry peers. It does this by using quantitative models to evaluate all of the securities in the fund's benchmark, the Russell 3000 Index, while maintaining a risk profile similar to that of the index.

Key stats

Management firm  Vanguard
Domicile  United States
Fund Administrator  Vanguard Group, Inc.
Global Branding Name  Vanguard
12 month yield  1.44%
Fund currency  USD
Launch Date  2004-05-03
ISIN  US9219138024
Manager 1 Name  James Stetler
Manager 2 Name  Michael Roach
Fund Strategy  Large Blend
Benchmark  Russell 3000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  2.82%
Return - 2 Months  5.22 %
Return - 3 Months  3.25%
Return - 6 Months  8.20 %
Return - 9 months  11.93 %
Return - 12 Months  17.71%
Annualized return 24 months  25.65 %
Annualized return 36 months  22.77 %
Annualized return 48 months  19.35 %
Annualized return 60 months  18.08 %
Return 120 months  8.68 %
Annualized return since Inception  8.88%
Return YTD  14.55%

Ratings

Morning Star Rating Date   2014-11-30
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating

Charges

Initial  0.00 %
Minimum Investment  $200,000,000
Maximum Managment Charge  0.15 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Vanguard
Contact Address 2  100 Vanguard Boulevard
Contact Address 3  Malvern, PA 19355
Contact city  Malvern
Contact country  United States
Fund Admin Group  Vanguard
Web Address  www.vanguard.com
Custodian  The Bank of New York Mellon
Phone  +1 8776627447

Price

Last Price Date  2014-12-19
Pre-tax nav  68.36
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.34
Price change (percentage)  0.50 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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