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The Large-Cap Stock Index Portfolio seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks.
The Large-Cap Stock Index Portfolio is allocated 100% in stocks through its investment in the Vanguard Large-Cap Index Fund.
The Portfolio invests all of its assets in the Vanguard Large-Cap Index Fund (the “Fund”) which employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Index (the “Target Index”), a broadly diversified index of stocks of large U.S. companies representing approximately the top 85% of the U.S. market capitalization. Under normal circumstances, the Fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks that make up the Target Index. The Fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the CRSP US Large Cap Index, holding each stock in approximately the same proportion as its weighting in the index. The Fund may become nondiversified, as defined under the Investment Company Act of 1940, solely as a result of an index rebalance or market movement.
Due to events such as an index rebalance or market movement, the Fund may become nondiversified, as defined under the Investment Company Act of 1940, which means that it may invest a greater percentage of its assets in the securities of particular issuers as compared with diversified mutual funds. In addition, the Fund could become concentrated in an industry or group of industires if the Target Index becomes concentrated due to market conditions or the performance of a single or related group of issuers.
The Portfolio is subject to the following principal risks: general market risk, investing in equity markets risk, market capitalization (market cap) risk, index investing risk, nondiversification risk, concentration risk, and information technology sector risk.
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