CRSP US Mid Cap index
1 year return
+6.09%3,688.07
The CRSP US Mid Cap index tracks the performance of US mid cap stocks. It targets US companies that fall between the top 70%-85% of investable market capitalization. The Vanguard Mid-Cap ETF (VO) tracks this index.
Historical tax loss rate38.09%
A $100k investment on Oct 1, 2021 would've harvested $38,086 in losses by May 1, 2025.
Positions
Sectors
Industrials
18.1%Financials
15.8%Information Technology
13.1%Consumer Discretionary
10.8%Utilities
8.5%Health Care
8.3%Energy
6.6%Real Estate
5.9%Materials
4.8%Consumer Staples
4.5%Telecommunication Services
3.5%Fees & minimums
Annual fee0.14%
Minimum investment$20,000.00
Comparison ETF
VO
Vanguard Mid Cap Index Fund
Expense ratio0.04%
Customizations
2Sector customizations
10Stock customizations
View investment dataData shown is as of