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Vanguard Index Funds to Buy and Hold Forever

February 2017

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Vanguard Index Funds to Buy and Hold Forever

Just six index funds from fund giant Vanguard can boost your returns
 90% Stocks |  10% Bonds | 


 Data through August 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockVanguard S&P Mid-Cap 400 Index Fund ETF SharesIVOO10%5.2%12.22%7.94%13.84%—%none%0.15%
StockVanguard Short-Term Corporate Bond Index Fund ETF SharesVCSH252.661.842.162.2none0.07
StockVanguard Europe Pacific ETFVEA1518.1718.133.5691.98none0.07
StockVanguard S&P Small-Cap 600 Index Fund ETF SharesVIOO101.2213.189.2114.33none0.15
StockVanguard S&P 500 Index Fund ETF ClassVOO3011.8916.29.514.37.57none0.04
BondVanguard Emerging Markets ETFVWO1024.621.351.764.862.09none0.14
   10010.0712.725.819.492.78 0.09
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

If you’re looking for a simple yet first-class investment plan, this article is for you, these six index funds can boost your returns in the long run.

Vanguard is the best shop for index funds. Founder Jack Bogle first popularized index fund investing, launching Vanguard’s Standard & Poor’s 500-stock index fund in 1976. The firm is owned by its fund shareholders, meaning it’s essentially a nonprofit. Consequently, its fees are among the industry’s lowest. Unlike most competitors, moreover, it has long been committed to low fees. That means fees are unlikely to rise when investors aren’t paying attention.