FOR INVESTMENT-ONLY PLANS WITH $50 MILLION OR MORE
Retirement plan investing
As your investment-only provider, we’re committed to helping you build financial well-being for your participants every step of the way.
Investments that perform. A partner who cares.
Low-cost, outperforming funds that can help deliver financial well-being for everyone.1
The Value of Ownership
Every company wants to serve its owners. We're no different. What sets us apart is who our owners actually are: the people who invest in our funds.*
Vanguard is unique in the industry and places your participants in the owner's seat. That means you can trust us to stand by your participants and do what's right for them—and for you. That's what the Value of Ownership is all about.
*Vanguard is investor owned, meaning the fund shareholders own the funds, which in turn own Vanguard.
Enduring investments
Our job is to help make sure your participants can reach their financial goals. That starts with providing a diverse selection of enduring investments.
Retirement readiness for all
You want to improve your employees’ chances for retirement success. We do too. That path starts at My Retirement GuideTM.
Outcomes matter to you—and to us
Our goal is to outperform our competition. And we’ve been able to do it over the short and the long term.
PERCENTAGE OF VANGUARD FUNDS THAT OUTPERFORMED THEIR PEER-GROUP AVERAGES
Notes:
For the three-year period ended March 31, 2022, 6 of 6 Vanguard money market funds, 87 of 114 bond funds, 24 of 31 balanced funds, and 163 of 216 stock funds, or 280 of 367 Vanguard funds outperformed their peer-group averages. For the five-year period, 6 of 6 Vanguard money market funds, 85 of 109 bond funds, 21 of 26 balanced funds, and 147 of 201 stock funds, or 259 of 342 Vanguard funds outperformed their peer-group averages. For the ten-year period, 6 of 6 Vanguard money market funds, 69 of 86 bond funds, 20 of 25 balanced funds, and 155 of 183 stock funds, or 250 of 300 Vanguard funds outperformed their peer-group averages. Results will vary for other time periods. Only funds with a minimum three-, five-, or ten-year history, respectively, were included in the comparison.
Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. For the most recent performance, visit www.vanguard.com/performance.
Source: Lipper, a Thomson Reuters Company.
Investments are what we do. Let's talk about which ones may be right for your plan.
Already a client? Contact your representative today.
1Vanguard’s asset-weighted average expense ratio is less than one-fifth the industry average. Sources: Vanguard and Morningstar, Inc., as of December 31, 2021.
For more information about any fund, visit institutional.vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.