Vanguard Folio Asset Classes
| Vanguard Asset Classes |
| Asset Class |
Time Frame and Investment Objective |
| US LARGE CAP |
|
| Vanguard 500 Index Investor Fund (VFINX) |
August 1976 to present |
| Investment Objective |
Seeks to track the performance of a benchmark index that measures the investment return of large-cap stocks |
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| US LARGE VALUE |
|
| Vanguard Value Index Investor Fund (VIVAX) |
November 1992 to present |
| Investment Objective |
Seeks to track the performance of a benchmark index that measures the investment return of large-cap value stocks |
|
|
| US MID CAP VALUE |
|
| Vanguard Mid Cap Value Index Investor Fund (VMVIX) |
August 2006 to present |
| Investment Objective |
Seeks to track the performance of a benchmark index that measures the investment return of mid-cap value stocks |
|
|
| US SMALL CAP |
|
| Vanguard Small Cap Index Investor Fund (NAESX) |
October 1960 to present |
| Investment Objective |
Seeks to track the performance of a benchmark index that measures the investment return of small-cap stocks |
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| US SMALL VALUE |
|
| Vanguard Small Cap Value Index Investor Fund (VISVX) |
May 1998 to present |
| Investment Objective |
Seeks to track the performance of a benchmark index that measures the investment return of small-cap value stocks |
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|
| US REAL ESTATE |
|
| Vanguard REIT Index Investor Fund (VGSIX) |
May 1996 to present |
| Investment Objective |
Seeks to provide a high level of income and moderate long-term capital appreciation by tracking performance of a benchmark index that measures the performance of public REITs |
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| INTERNATIONAL VALUE |
|
| Vanguard International Value Investor Fund (VTRIX) |
May 1983 to present |
| Investment Objective |
The fund invests in non-US companies from developed and emerging markets that its advisors view as temporarily undervalued. The fund is subject to both currency and country risk. |
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| INTERNATIONAL EXPLORER |
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| Vanguard International Explorer Investor Fund (VINEX) |
November 1996 to present |
| Investment Objective |
The fund invests in smaller companies that are expected to grow at a faster rate than the overall market. The fund primarily invests in the developed European and Pacific markets, with about 10% invested in emerging markets |
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| EMERGING MARKETS |
|
| Vanguard Emerging Markets Stock Index Investor Fund (VEIEX) |
May 1994 to present |
| Investment Objective |
The fund invests in stocks of companies located in emerging markets, such as Brazil, Russia, India, Taiwan, and China. Stocks in these countries tend to be more volatile than those in developed countries. |
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