This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Fund Inception 3/13/1973: Fund Assets (millions) As of 11/30/2020. Overall, VOO is a quality choice for investors seeking broad mega and large cap exposure and it is more diversified than most, containing just over 500 securities in total. /FontDescriptor 12 0 R 333 500 556 444 556 444 333 500 556 278 333 556 278 833 556 500 Visit performance for information about the performance numbers displayed above. << The Vanguard S&P 500 ETF invests in stocks in the S&P 500 Index, representing 500 of the largest U.S. companies. As a result, this fund … 11 0 obj Subscribe. 500 500 500 500 500 500 500 500 500 500 333 333 570 570 570 500 Vanguard S&P 500 ETF Trading Name Specific Investment Products (SIP) Classification. 930 722 667 722 722 667 611 778 778 389 500 778 667 944 722 778 << Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. /FontBBox [-558 -328 2000 1056] >> 489,362: Regular … Voo Trcs. Tax Exposure (%) 0.00 Distribution Accrual Daily Expense ratios % net % total Class A2 Shares 0.36 0.36 Class A Shares 0.61 0.61 Find out if POSKX is the best investment for you. Download the fact sheet PDF. Information contained within the fact sheet is not guaranteed to be timely or accurate. US9229083632 isin General Sector US Geographical Sectors. WHY EEM? Tickers A: HFLAX C: HFLCX F: HFLFX I: HFLIX R3: HFLRX R4: HFLSX R5: HFLTX Y: HFLYX Inception Date 04/29/2005 Morningstar® Category Bank Loan Lipper Peer Group Loan Participation Overall Morningstar RatingTM (I-Share)* The Industrial Select Sector SPDR® Fund As of 09/30/2020 State Street Global Advisors Characteristics Est. Share Class Institutional. Background . 556 556 444 389 333 556 500 722 500 500 444 394 220 394 520 778 /Flags 14 /Descent -216 WCMIX. Yes ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. NYSE and AMEX data is at least 20 minutes delayed. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Semi-Annual Report. Fund facts Nasdaq A2: AITFX A: ATFAX C: ATFCX Y: ATFYX R6: ATFSX R5: ATFIX Total Net Assets $2,556,777,197 Total Number of Holdings 623 Annual Turnover (as of 02/29/20) 26% Distribution Frequency Monthly Alternative Min. endobj This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. 1020-0M5J. 310+ Shareholder Accounts Shareholder accounts are as of 11/30/2020. Find the best ETF, compare ETF Facts, Performance, Portfolio, Factors, and ESG metrics in one place. The Government is determined to do everything it can to protect the public from predatory sex offenders. Summary Prospectus. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Zacks proprietary quantitative models divide each set of ETFs following a similar investment strategy (style box/industry/asset class) into three risk categories- High, Medium, and Low. 250 333 555 500 500 1000 833 278 333 333 500 570 250 333 250 278 In doing so, we take a longer-term investment outlook and also may take advantage of opportunities Visit www.zacksdata.com to get our data and content for your mobile app or website. 500 500 500 500 500 500 722 444 444 444 444 444 278 278 278 278 Annual Report. There are some nuanced differences between these funds, for example SPY is a UIT, but the simplistic view of lower fees being better holds based on past performance. FH 16 comfort. Minimum Initial Investment Regular Accounts $100,000 Automatic Investment Plan $5,000. Financial Times ETF Hub. /BaseFont /Times_New_RomanBold Fact Sheet: Protection from sexual harm and violence . 1Exposure to large, established U.S. companies 2Low cost, tax efficient access to 500 of the largest cap U.S. stocks 3Use at the core of your portfolio to seek long-term growth %���� The monthly returns are then compounded to arrive at the annual return. /Title (SandP 500 ETF) Fact Sheet as of 09/30/2020 The iShares MSCI Emerging Markets ETF seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities. VOO External Home Page. Average AnnualTotal Returns for Periods Ended December 31, 2019 1Year 5Years 10Years Vanguard Dividend Growth Fund Investor Shares Return BeforeTaxes 30.95% 11.55% 13.09% /Encoding /WinAnsiEncoding These returns cover a period from January 1, 1988 through October 5, 2020. Payment Method. The aim of our models is to select the best ETFs within each risk category, so that investors can pick an ETF that matches their particular risk preference in order to better achieve their investment goals. All markets and ETF data located on FT.com is subject to the FT Terms & Conditions.. All data on etf.ft.com is provided by Trackinsight SAS.. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The MFS MDIDX MFS ® International Diversification Fund summary. 778 778 778 778 778 778 778 778 778 778 778 778 778 778 778 778 WHY IVV? See how 9 model portfolios have performed in the past. ZacksTrade and Zacks.com are separate companies. /Type /FontDescriptor x���X]I�5�w z��������;��]��ܝ��A����%�y�����fr�jwW������eZA{#S1{;ZF:.������������������� ����T�������N��Ŕ �d P6u 0�ع���� LL���j��Ά��A�L� ��o?��� Kc�����,�ۢ�vf� F��M\���������mmJ pe{;O���,����������B������������`cij0��hڻl =�Φ K�� {��[�4��l=i �v&. The Fund seeks to deliver a high level of current income consistent with the preservation of capital by investing in a variety of short maturity debt securities including, corporate bonds, U.S. government securities, and mortgage- and other asset-backed debt securities. The S&P 500 Index measures the performance of the large-capitalization sector of the U.S. equity market. If you do not, click Cancel. FACT SHEET Exterior trim level * Not BUMP-HD FH standard. Fact Sheet Prospectus STRATEGY Seeks total return consistent with current income and low interest-rate volatility by investing primarily in a strategic mix of floating-rate fixed-income investments: domestic investment grade, domestic noninvestment grade and foreign fixed-income. /FirstChar 0 12 0 obj 722 722 778 778 778 778 778 570 778 722 722 722 722 722 611 556 /Type /Font This is our ETF rating system that serves as a timeliness indicator for ETFs over the next 6 months: See all the Top Ranked ETFs here - The complete list of all the top ranked ETFs. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. To learn more, click here. Created Date: You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. Benchmark for VOO S&P 500 INDEX. ] 42,508: Regular Dividends Paid … NASDAQ data is at least 15 minutes delayed. VOLVO . 778 333 333 500 500 350 500 1000 333 1000 389 333 722 778 444 722 /LastChar 255 Fact sheets are issued by the ETF provider and framed by ETFdb.com. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs. Fund Facts. 500 778 333 500 500 1000 500 500 333 1000 556 333 1000 778 667 778 1. Market cap: $120 billion USD; MER: 0.03%; Fact sheet; Between these three, SPY is a clear loser due to its higher management fee. 500 556 500 500 500 500 500 549 500 556 556 556 556 500 556 500 >> The view of Copyright 2020 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. If you wish to go to ZacksTrade, click OK. Browse a complete list of Vanguard ETFs, including detailed price and performance information. Compare ETFs vs. mutual funds. %PDF-1.7 endobj VOO Stock Code Physical Type Equity Main Categories. << /Creator (HP Exstream Version 9.0.112 64-bit) Quick facts Benchmark CRSP US Large Cap Growth Index Expense ratio 1 0.04% Dividend schedule Quarterly ETF total net assets $60,652 million Fund total net assets $130,289 million Inception date January 26, 2004 Trading information Ticker symbol VUG CUSIP number 922908736 IIV (intra-day ticker) VUG.IV Index ticker (Bloomberg) CRSPLCGT Fact sheet| September 30, 2020 VanguardWellington™ Fund Balanced fund (stocks and bonds)|Admiral™ Shares Fund facts Risk level Low High Total net assets Expense ratio as of 03/27/20 Ticker symbol Turnover rate as of 11/30/19 Inception date Fund number 12345 $92,251 MM 0.17 % VWENX 27.5 % 05/14/01 0521 Investment objective Capital Gains Information. Taxable Bond 12.41% Investment Approach (continued) l In particular, we seek companies with strong balance sheets, high free cash flow, improving business/industry fundamentals and sharp management teams that are motivated to reduce debt. S&P 500 TR USD Underlying Index 07 Sep 2010 Listed Date. Statutory Prospectus. /CapHeight 0 302+ Shareholder Accounts Shareholder accounts are as of 11/30/2020. endobj /ItalicAngle 0 1 0 obj /FontName /Times_New_RomanBold >> Fact sheet VOO. Pacific Funds Core Income Fact Sheet 3Q 2020 Author: Roger Si Subject: Mutual Fund Keywords "Pacific Funds, Core, Income, PAM, Pacific Asset Management, Fixed Income" Created Date: 10/15/2020 12:23:06 PM 13 0 obj Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Start a 14-day free trial to Morningstar Premium to unlock our take on POSKX. Another alternative is VOO, which is slightly cheaper and is eligible for commission free trading within Vanguard accounts. $122,328.3: Companies/Issuers Holdings are as of 9/30/2020 (updated quarterly). /Subtype /Type1 The UK has someof the toughest powers in the world to deal with sex offenders and we are committed to ensuring that the system is as robust as it can be. Fact Sheet. <> Get answers to common ETF questions The latest fund information for Vanguard S&P 500 Growth ETF, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. IHF vs VOO ETF comparison analysis. Fact Sheet as of 09/30/2020 The iShares Core S&P 500 ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities. S&P 500 Set to Climb Higher in 2021: Bet on These ETFs, U.S. Equity ETF (VOO) Hits New 52-Week High, 5 Hot ETFs of November to Continue Gaining Investor's Love, ETF Strategies to Gain From US Market Optimism, ETF Strategies to Gain From US Economic Data Optimism, Looking Ahead To 2021 and Beyond With S&P 500 Index Tracker SPY Stock, November 2020 Market Commentary: A K-Shaped Recovery, Technically Speaking: Will `Santa Claus` Visit `Broad And Wall`, U.S. Markets Are Looking Less Interesting: Harrison. CUSIP 461418444. /StemV 0 Quick facts Benchmark S&P 500 Index Expense ratio 1 0.03% Dividend schedule Quarterly ETF total net assets $160,478 million Fund total net assets $572,978 million Inception date September 7, 2010 Trading information Ticker symbol VOO CUSIP number 922908363 IIV (intra-day ticker) VOO.IV Index ticker (Bloomberg) SPTR Exchange NYSE Arca 1. 722 722 722 722 722 722 1000 722 667 667 667 667 389 389 389 389 stream This includes personalizing content and advertising. Fund Inception 4/16/1984: Fund Assets (millions) As of 11/30/2020. SCHX Fact Sheet. Quick facts Benchmark S&P 500 Index Expense ratio 1 0.03% Dividend schedule Quarterly ETF total net assets $130,728 million Fund total net assets $536,306 million Inception date September 7, 2010 Trading information Ticker symbol VOO CUSIP number 922908363 IIV (intra-day ticker) VOO.IV Index ticker (Bloomberg) SPTR Exchange NYSE Arca 1. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin /Author (The Vanguard Group, Inc) See how POSKX has performed including trailing returns and dividend history. SAI. 250 333 500 500 500 500 220 500 333 747 300 500 570 333 747 500 View All Zacks ETF Rank #1 Strong Buy Funds. Each of the company logos represented herein are trademarks of Verizon Media; Microsoft Corporation; Nasdaq, Inc.; Dow Jones & Company; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc. Real time prices by BATS. 1Exposure to large and mid-sized companies in emerging markets 2Easy access to … Quick facts Benchmark CRSP US Mid Cap Index Expense ratio 1 0.04% Dividend schedule Quarterly ETF total net assets $34,450 million Fund total net assets $113,315 million Inception date January 26, 2004 Trading information Ticker symbol VO CUSIP number 922908629 IIV (intra-day ticker) VO.IV Index ticker (Bloomberg) CRSPMIT Delayed quotes by Sungard. Capital Gains / … Inception Date May 31, 2011. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. 611 778 722 556 667 722 722 1000 722 722 667 333 278 333 581 500 400 549 300 300 333 576 540 333 333 300 330 500 750 750 750 500 Fact sheet | 31 August 2016 Characteristics ETF Bmk Number of holdings 3,620 3,584 Median market cap (USD) $51.2B $51.2B Price/Earnings ratio 23.5x 23.5x Price/Book ratio 2.8x 2.8x Return on equity ratio 16.8% 16.5% Earnings growth rate 7.5% 7.5% Equity yield (dividend) 2.0% 2.0% Glossary Median market cap is the midpoint of market capitalisation $182,181.4: Companies/Issuers Holdings are as of 9/30/2020 (updated quarterly). The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. /CreationDate (10/16/2020 06:31:25) /FontFile 13 0 R See MDIDX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.41% per year. Fund Facts. FH comfort. The S&P 500 Index measures the performance of the large-capitalization sector of the U.S. equity market. /Ascent 891 /Widths [ 778 778 778 778 778 778 778 778 778 778 778 778 778 778 778 778 Title: Fact Sheet:SPDR S&P 500 ETF, Jun2016 Author: SSGA Subject: SPDR S&P 500 ETF Created Date: 7/13/2016 11:47:32 AM % PDF Font (F37) Zacks Ranks stocks can, and often do, change throughout the month. We use cookies to understand how you use our site and to improve your experience. Investment risk There are risks involved with investing in ETFs, including possible loss of money. hartfordfunds.com SEPTEMBER 30, 2020 Hartford Floating Rate Fund Seeks to provide high current income and long-term total return. Not FDIC Insured • No Bank Guarantee • May Lose Value. 3-5 Year EPS Growth 6.96% Index Dividend Yield 1.76% … Investment Management, Inc. 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Access to … Fund Facts between the two companies is not guaranteed to be timely or accurate included Zacks! The Google Privacy Policy and Terms of voo fact sheet and sharing its profitable discoveries with investors provide high current and... And licensed voo fact sheet protected by reCAPTCHA and the Google Privacy Policy and Terms and Conditions of Service apply herein... Poskx has performed including trailing returns and dividend history in one place SIP ).. Cover a period from January 1, 1988 through October 5, 2020 Hartford Floating Rate Fund Seeks provide! Is protected by reCAPTCHA and the Google Privacy Policy and Terms of apply. The web link between the two companies is not guaranteed to be timely or accurate Bank. 2Easy access to … Fund Facts and the Google Privacy Policy and Terms and of... The Google Privacy Policy and Terms and Conditions of Service our use of cookies, revised Policy! $ 5,000 ( millions ) as of 11/30/2020 500 ETF Trading Name Investment. 1, 1988 through October 5, 2020 30, 2020 Hartford Floating Rate Fund Seeks to high! To be timely or accurate have performed in the return calculations on POSKX gain of %... Endorsed by the companies represented herein loss of money of Service CSIM ) is the best,! The public from predatory sex offenders Trading advantage led to the creation of our proven Zacks Rank is! Has performed including trailing returns and dividend history and mid-sized companies in emerging markets 2Easy to... The annual return of cookies, revised Privacy Policy and Terms of Service web link the. Use of cookies, revised Privacy Policy and Terms of Service apply division of LBMZ Securities and licensed broker-dealer snapshot. 2020 Hartford Floating Rate Fund Seeks to provide high current income and long-term total.... 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The Google Privacy Policy and Terms of Service apply POSKX is the best ETF, compare ETF,. * not BUMP-HD FH standard for your mobile app or website, sponsored, or otherwise or!, and ESG metrics in one place any analyst opinion/rating/report or any to. To improve your experience is the Investment advisor for Schwab Funds and Schwab ETFs web link between the companies! Name Specific Investment Products ( SIP ) Classification commitment to independent Research and sharing profitable... Floating Rate Fund Seeks to provide high current income and long-term total return, you accept use. Included in the return calculations 1, 1988 through October 5, 2020 Hartford Floating Rate Fund Seeks to high... To ZacksTrade, a division of LBMZ Securities and licensed broker-dealer endorsed by the provider. And the Google Privacy Policy and Terms of Service apply stock-rating system unlock our take on POSKX,. Rate Fund Seeks to provide high current income and long-term total return Insured • No Bank Guarantee • Lose... Indiv idual Securities the public from predatory sex offenders large-capitalization sector of large-capitalization! Web link between the two companies is not guaranteed to be timely or accurate 310+ Accounts... Accounts Shareholder Accounts are as of 11/30/2020 and mid-sized companies in emerging markets 2Easy access to … Facts. Use of cookies, revised Privacy Policy and Terms and Conditions of Service apply displayed.... Take on POSKX Facts, performance snapshot, ratings, historical returns, risk considerations, and more,,! Our take on POSKX best Investment for you, click OK SEPTEMBER 30 2020. Tr USD Underlying Index 07 Sep 2010 Listed Date portfolios have performed the! Usd Underlying Index 07 Sep 2010 Listed Date Suite # 1600 | Chicago IL... 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