INTRUST Bank, NA


Vanguard Institutional Index I

Fund Basics
Name
Vanguard Institutional Index I
Category
Large Blend
Benchmark
Morningstar US Large-Mid Cap TR USD
Objective
Growth and Income
Inception date
7/31/1990
Fund type
Equity
Fund family
Vanguard
Fund company web site
www.vanguard.com
Registration company
Vanguard Institutional Index Funds
Investment strategy
The investment seeks to track the performance of the S&P 500 Index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the S&P 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor 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 approximately the same proportion as its weighting in the index. It is non-diversified.
Performance
  1 Year Return 5 Year Return 10 Year Return Since Inception Return
Fund 13.48 15.91 12.83
Benchmark 13.94 15.67 12.63
Data as of
5/31/2025
Month end price
$481.41
Turnover ratio
4.00

Past performance does not guarantee how the investment option will perform in the future. Your investment in this option could lose money.

Fees And Expenses
  As a percent Per $1,000
Prospectus Net Expense Ratio 0.04% $0.40
Prospectus Gross Expense Ratio 0.04% $0.40
Expense summary
None.
Restrictions
A round trip is defined as a buy and sell that occur within 30 days. Excessive trading violation will result in a trading restriction period of 30 days. Maximum of 1 round trip allowed per 30 days period. Because excessive transactions can disrupt management of a fund and increase the fund’s costs for all shareholders, the board of trustees of each Vanguard fund places certain limits on frequent trading in the funds. Each Vanguard fund (other than money market funds and short-term bond funds, but including Vanguard Short-Term Inflation-Protected Securities Index Fund) limits an investor’s purchases or exchanges into a fund account for 30 calendar days after the investor has redeemed or exchanged out of that fund account. ETF Shares are not subject to these frequent-trading limits.

The cumulative effect of fees and expenses can substantially reduce the growth of your retirement savings. Visit the Department of Labor’s Web site for an example showing the long-term effect of fees and expenses at https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/publications/a-look-at-401k-plan-fees.pdf. Fees and expenses are only one of many factors to consider when you decide to invest in an option.

Information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.