Equity Capabilities

Index equity

Managed by Vanguard Equity Investment Group (EIG), our index funds follow a consistent, disciplined process, designed to ensure each portfolio tracks its benchmark as closely as possible.

Our index investment process reflects decades of experience—Vanguard introduced the first equity index fund for individual investors in 1976.

The spectrum is wide: more than 60 index portfolios with more than $1 trillion in equity index assets.*

* As of December 31, 2013.

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Active equity

Many of our actively managed funds are managed externally, giving you access—at Vanguard's low costs—to premier institutional money managers from around the globe. Internally, EIG manages active quantitative equity funds and Vanguard's funds of funds, including the Target Retirement Funds.

When evaluating potential and existing external managers, we emphasize qualitative criteria, including quality and stability of team, enduring nature of investment philosophy, and process consistency, in addition to long-term performance.

Our size, scale, and unique ownership structure—Vanguard is owned by the Vanguard family of mutual funds, and the funds are owned by their shareholders—allow us to deliver access to institutional money managers at very low fees.

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Benchmarks

Our funds are benchmarked to major market indexes developed by long-established, well-respected providers. Given the potential impact of a benchmark's performance on investment decisions for both portfolio managers and those charged with evaluating managers, it is important to understand how index providers construct and maintain their indexes.

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Equity investments »

Value Blend Growth
Large 9 16 8
Med 4 4 4
Small 4 5 4
Int'l 1 14 3
 
Sector 14

Also of interest

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Performance report: How Vanguard funds stacked up

 

Note: All investing is subject to risk, including the possible loss of the money you invest.

Investments in Target Retirement Funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. An investment in the Target Retirement Fund is not guaranteed at any time, including on or after the target date.

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