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

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Presentation on theme: "Large-capitalization funds generally invest in companies with market values of greater than $8 billion."— Presentation transcript:

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

2  Net Asset Value $ 46.6 Billion › Price per share $ 102.41  Closed end Fund  Investment policy › $10,000.00 Initial investment › If done through IRA one can add $100.00

3  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

4 From January 2009 to February of 2010. Investment of $10,000.00 With reinvestment your investment in VFINX would have grown to $12,192.74. Without reinvestment your investment would have grown to $11,911.18 and income received from dividends and capital gains would be $603.78.

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