|Fecha de creación||22/05/2020|
Vanguard US 500 Stock Index is expected to continue to outperform its US large-blend equity Morningstar Category peers over the long term, with passive investment approaches such as the one offered with this strategy becoming the standard for investors looking to gain exposure to large-cap US equities. Based on our new ratings methodology, the fund has been awarded a Morningstar Analyst Rating of Gold.The parent index, the S&P 500, offers giant- to mid-cap exposure and consists of 500 names, covering about 80% of the free-float-adjusted market capitalisation of the US equity market. This results in a well-diversified index at both the stock and sector level.Accordingly, passive strategies that track the S&P 500 offer good exposure to the US equity market and stand as above-average options in a category where active managers have generally struggled to outperform. The US equity market is highly liquid and efficient, meaning that material stock-specific valuation information is quickly incorporated into stock prices. This limits the room active managers have to add meaningful value. In fact, evidence over time shows that net active decisions in this market have tended to detract from returns. This makes broadly diversified, low-cost passive strategies the default option for investors seeking this market exposure. The fund is priced attractively versus active peers, which typically charge 0.70%-1.20%. The fund is also priced competitively versus passive peers that track the S&P 500, with most priced above 0.10%. In summary, the fund offers passive exposure to a broad and diversified index of US equities in a category where index strategies have built a strong investment case over active peers.
|Comisión de gestión||0.1 %|
|Semanal||1 mes||3 meses||1 año||3 años||5 años||Año actual|
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