Vanguard Total Stock Mkt Idx Instl Pls(VSMPX)總覽

最後更新 Loading...

報酬與風險分析

分析 Vanguard Total Stock Mkt Idx Instl Pls(VSMPX) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅

基本資料

Vanguard Total Stock Mkt Idx Instl Pls (VSMPX) 的基本資料。

發行資料


ETF全名	Vanguard Total Stock Market Index Fund Institutional Plus Shares
上市日期	2015-04-28

ETF說明


該基金採用指數投資方法，旨在追蹤指數的表現。該指數代表了約100%的可投資美國股票市場，包括大型、中型、小型和微型股票。它通過抽樣的方式進行投資，持有廣泛多元化的證券組合，整體上近似於該指數的關鍵特徵。
Created in 1992, Vanguard Total Stock Market Index Fund is designed to provide investors with exposure to the entire U.S. equity market, including small-, mid-, and large-cap growth and value stocks. The fund’s key attributes are its low costs, broad diversification, and the potential for tax efficiency. Investors looking for a low-cost way to gain broad exposure to the U.S. stock market who are willing to accept the volatility that comes with stock market investing may wish to consider this fund as either a core equity holding or your only domestic stock fund.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.

該基金採用指數投資方法，旨在追蹤指數的表現。該指數代表了約100%的可投資美國股票市場，包括大型、中型、小型和微型股票。它通過抽樣的方式進行投資，持有廣泛多元化的證券組合，整體上近似於該指數的關鍵特徵。

Created in 1992, Vanguard Total Stock Market Index Fund is designed to provide investors with exposure to the entire U.S. equity market, including small-, mid-, and large-cap growth and value stocks. The fund’s key attributes are its low costs, broad diversification, and the potential for tax efficiency. Investors looking for a low-cost way to gain broad exposure to the U.S. stock market who are willing to accept the volatility that comes with stock market investing may wish to consider this fund as either a core equity holding or your only domestic stock fund.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.

警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。