Saturday, April 23, 2016

Acorns Investment Composition Demystified NYSEARCA:VOO

One of the investment composition in Acorns diversified portfolio is NYSE ARCA: VOO by VanGuard.


Invests in stocks in the S&P 500 Index, representing 500 of the largest U.S. companies. Goal is to closely track the index’s return, which is considered a gauge of overall U.S. stock returns. Offers high potential for investment growth; share value rises and falls more sharply than that of funds holding bonds. More appropriate for long-term goals where your money’s growth is essential.

This investment is moderately aggressive.

Average annual performance
 As of03/31/2016

1 Year3 Year5 Year10 YearSince Inception
09/07/2010
S&P 500 ETF1.75%11.78%11.54%14.45%
S&P 500 Index**1.78%11.82%11.58%7.01%14.49%

Portfolio composition


Equity sector diversification
S&P 500 ETF
as of 03/31/2016
S&P 500 Index
as of 03/31/2016
Consumer Discretionary12.90%12.90%
Consumer Staples10.40%10.40%
Energy6.80%6.80%
Financials15.60%15.60%
Health Care14.30%14.30%
Industrials10.10%10.10%
Information Technology20.80%20.80%
Materials2.80%2.80%
Other0.00%
Telecommunication Services2.80%2.80%
Utilities3.50%3.50%
Sector categories are based on the Global Industry Classification Standard system.
 Characteristics as of 03/31/2016
Number of stocks506
Fund total net assets$227.5 billion
Net assets of ten largest holdings19.0%
Foreign holdings

Month-end ten largest holdings
(19.0% of total net assets) as of 03/31/2016 
1Apple Inc.
2Alphabet Inc.
3Microsoft Corp.
4Exxon Mobil Corp.
5Johnson & Johnson
6General Electric Co.
7Berkshire Hathaway Inc.
8Facebook Inc.
9AT&T Inc.
10Amazon.com Inc.

Source: http://www.vanguard.com

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