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Funds, Stocks & ETFs  »  More Ways to Research Funds  »  Vanguard Funds by Style

Vanguard Funds by Style Box

Past performance is no guarantee of future returns. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index.

Vanguard uses a 9-box grid called a "style box" to show how our domestic stock fund holdings are distributed by primary investment style (growth, value, or blend) and market capitalization category (large-, mid-, and small-cap companies).

Knowing a fund's investment style can help you understand how it might fit in your portfolio. This information can also help you build a portfolio that's broadly diversified across markets and less susceptible to sharp swings in any one market area.

Domestic Equity Fund Style Box

View funds by style

Large-Cap Value Large-Cap Blend Large-Cap Growth
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell 1000 Value Index

1st quarter 2014 return
3.02%

Previous year return through 03/31/2014
21.57%

View Vanguard® large-cap value fund returns

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell 1000 Index

1st quarter 2014 return
2.05%

Previous year return through 03/31/2014
22.41%

View Vanguard® large-cap blend fund returns

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell 1000 Growth Index

1st quarter 2014 return
1.12%

Previous year return through 03/31/2014
23.22%

View Vanguard® large-cap growth fund returns

Mid-Cap Value Mid-Cap Blend Mid-Cap Growth
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell Midcap Value Index

1st quarter 2014 return
5.22%

Previous year return through 03/31/2014
22.95%

View Vanguard® mid-cap value fund returns

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell Midcap Index

1st quarter 2014 return
3.53%

Previous year return through 03/31/2014
23.51%

View Vanguard® mid-cap blend fund returns

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell Midcap Growth Index

1st quarter 2014 return
2.04%

Previous year return through 03/31/2014
24.22%

View Vanguard® mid-cap growth fund returns

Small-Cap Value Small-Cap Blend Small-Cap Growth
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell 2000 Value Index

1st quarter 2014 return
1.78%

Previous year return through 03/31/2014
22.65%

View Vanguard® small-cap value fund returns

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell 2000 Index

1st quarter 2014 return
1.12%

Previous year return through 03/31/2014
24.90%

View Vanguard® small-cap blend fund returns

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Russell 2000 Growth Index

1st quarter 2014 return
0.48%

Previous year return through 03/31/2014
27.19%

View Vanguard® small-cap growth fund returns



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