Personal Investors

Strategy and policy

Investment strategy

The portfolio invests in Vanguard Mid-Cap Index Fund, which seeks to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of medium-size U.S. companies. The fund attempts to replicate the target index by investing all or substantially all of its assets in the stocks that make up the index, holding each stock in approximate proportion to its weighting within the index.

Investment policy

The portfolio invests in a Vanguard fund, which follows its own investment policies.

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