Vanguard Intermediate-Term Investment-Grade Fund Investor Shares

 (MUTF:VFICX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.10%  
1 week
   
-0.05%  
4 week   +0.13%
   
3 month
   
-0.54%  
YTD   +4.01%
   
1 year   +4.30%
   
3 years*   +3.14%
   
5 years*   +2.71%
   
*annualized
Best 3 month return+9.66%  
Worst 3 month return-11.71%  

Morningstar statistics

Morningstar category: Corporate Bond
  Return Risk Rating
3 years Average Below Average
5 years Below Average Below Average
10 years Average Average
Overall Average Average

Key statistics

Total assets29.50B 
Front load-  
Deferred load-  
Expense ratio0.20%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash2.68%  
Stocks0.00%  
Bonds96.69%  
Preferred0.09%  
Convertible0.23%  
Other0.31%  

Purchase information

Initial$3,000  
Additional$1  
9.77-0.01(-0.10%)
Dec 10, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide a moderate and sustainable level of current income. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. It is expected to maintain a dollar-weighted average maturity of 5 to 10 years.
Fund filings (PDF) »
Asset manager:
Gregory Nassour (Started: May 29, 2008)
Advisor Company:
Vanguard Group Inc
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.53 0.69 0.49 -0.12
Beta* 1.09 1.09 1.13 1.33
Mean annual return 0.33 0.25 0.23 0.42
R-squared* 87.77 92.66 92.51 70.90
Standard deviation 1.76 3.17 3.34 5.10
Sharpe ratio 1.69 0.81 0.73 0.91
* Against standard index

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