Large-capitalization funds generally invest in companies with market values of greater than $8 billion.

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Presentation transcript:

Large-capitalization funds generally invest in companies with market values of greater than $8 billion.

 Net Asset Value $ 46.6 Billion › Price per share $  Closed end Fund  Investment policy › $10, Initial investment › If done through IRA one can add $100.00

 Risks - Not only did VFINX outperform the S&P 500 during the last 1 Year, but its Sharpe Ratio also indicates that the level of risk employed was adequately rewarded.  Sharpe Ratio – is a risk-adjusted measure calculated by using standard deviation and excess return to determine reward per unit of risk

From January 2009 to February of Investment of $10, With reinvestment your investment in VFINX would have grown to $12, Without reinvestment your investment would have grown to $11, and income received from dividends and capital gains would be $