Vanguard REIT Index Adm (VGSLX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard REIT Index Adm (VGSLX) Fund

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Fund Manager - Gerard O’Reilly

Fund Manager Information

Fund Manager Tenure: 21.9 years
Similar Funds: VGSIX VGSNX
Fund Family: Vanguard
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69) (What does this score mean?)

Vanguard REIT Index Adm Fund (VGSLX) Profile

Fund Profile and Description

Vanguard REIT Index Adm Fund seeks to provide a high level of income and moderate long-term capital appreciation. Vanguard REIT Index Adm Fund employs a âpassive managementââor indexingâinvestment approach designed to track the performance of the MSCIÂ® US REIT Index. The index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs). Vanguard REIT Index Adm Fund attempts to replicate the 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.

What we like about Vanguard REIT Index Adm (VGSLX) Fund

Data for Vanguard REIT Index Adm Fund (VGSLX) as of May 30, 2016

Vanguard REIT Index Adm Fund (VGSLX) management has been with Vanguard REIT Index Adm Fund for 21.9 years
Vanguard REIT Index Adm Fund (VGSLX) has good short-term performance (1-year return 10.62% vs 9.01% Real Estate category median performance)
Vanguard REIT Index Adm Fund (VGSLX) has good mid-term performance (3-year return 10.19% vs 9.69% Real Estate category median performance)
Vanguard REIT Index Adm Fund (VGSLX) has good Long-term performance (5-year return 10.21% vs 9.40% Real Estate category median performance)
Vanguard REIT Index Adm Fund (VGSLX) ratio of up-years vs down years is greater than 2
Vanguard REIT Index Adm Fund (VGSLX) has a Morningstar rating of 4 and above
Asset base in Vanguard REIT Index Adm Fund (VGSLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
Vanguard REIT Index Adm Fund (VGSLX) has an annual stock turnover rate of 11.00% vs Real Estate average of 61.66%. It is good that Vanguard REIT Index Adm management does not trade extensively for its return.
Vanguard REIT Index Adm Fund (VGSLX) has a lower expense ratio than its Real Estate average: 0.12% vs 1.28%
Vanguard REIT Index Adm Fund (VGSLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Vanguard REIT Index Adm (VGSLX) Fund

Data for Vanguard REIT Index Adm Fund (VGSLX) as of May 30, 2016

Vanguard REIT Index Adm Fund (VGSLX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.02 that is higher than category average of 14.6
As a Real Estate focused fund, Vanguard REIT Index Adm Fund (VGSLX) is less diversified and has inherited sector risks associated with the fund

See Vanguard REIT Index Adm Fund (VGSLX) performance details as of May 30, 2016

What do you think?

Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Vanguard REIT Index Adm	6.18	10.62	10.19	10.21
Cohen & Steers Real Estate Securities A (CSEIX)	4.97	12.04	12.70	11.08	Compare
Fidelity Real Estate Investment Port (FRESX)	5.47	13.16	11.01	10.65	Compare
Goldman Sachs Real Estate Securities Ins (GREIX)	4.48	10.05	10.34	10.22	Compare

See top fund managers for Real Estate Category Funds

Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETF	Year to Date	One Year	Three Year
SPDR Dow Jones REIT ETF (RWR)	3.89%	9.97%	10.25%
iShares US Real Estate (IYR)	5.47%	8.55%	8.64%
Wilshire US REIT ETF (WREI)	4.51%	11.20%	10.78%
iShares Real Estate 50 (FTY)	4.72%	10.99%	9.37%
Schwab US REIT ETF (SCHH)	4.03%	10.20%	10.44%

Vanguard REIT Index Adm (VGSLX) Fund Net Asset

Track net asset change of Vanguard REIT Index Adm fund (VGSLX)

Date	Net Asset
05/2016	$58.50B
03/2016	$57.31B
02/2016	$51.18B

More historic net asset information on Vanguard REIT Index Adm Fund (VGSLX)

Vanguard REIT Index Adm (VGSLX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard REIT Index Adm fund (VGSLX)

Date	Cash	Stock	Bond	Other
04/2016	0.16%	99.38%	0%	0.46%
03/2016	0.08%	99.46%	0%	0.46%
01/2016	0.12%	99.45%	0%	0.43%

Click here to see more historic asset allocation information on Vanguard REIT Index Adm Fund (VGSLX)

Top 10 Holdings in Vanguard REIT Index Adm (VGSLX) Fund

Discover what Vanguard REIT Index Adm Fund (VGSLX) manager is buying

Apr 29, 2016

Simon Property Group, Inc. Comm [8.13%]
Public Storage Common Stock [4.71%]
Equity Residential Common Share [3.24%]
Welltower Inc. Common Stock [3.21%]
AvalonBay Communities, Inc. Com [3.16%]
ProLogis, Inc. Common Stock [3.11%]
Equinix, Inc. [2.88%]
Ventas, Inc. Common Stock [2.7%]
Boston Properties, Inc. Common [2.58%]
Vornado Realty Trust Common Sto [2.12%]

Mar 30, 2016

Simon Property Group, Inc. Comm [8.25%]
Public Storage Common Stock [5.21%]
Equity Residential Common Share [3.51%]
AvalonBay Communities, Inc. Com [3.34%]
Welltower Inc. Common Stock [3.15%]
ProLogis, Inc. Common Stock [2.97%]
Equinix, Inc. [2.83%]
Ventas, Inc. Common Stock [2.69%]
Boston Properties, Inc. Common [2.51%]
General Growth Properties, Inc. [2.19%]

Jan 30, 2016

Simon Property Group, Inc. Comm [8.15%]
Public Storage Common Stock [5.27%]
Equity Residential Common Share [3.97%]
AvalonBay Communities, Inc. Com [3.22%]
Welltower Inc. Common Stock [3.1%]
Equinix, Inc. [2.93%]
ProLogis, Inc. Common Stock [2.93%]
Ventas, Inc. Common Stock [2.59%]
Boston Properties, Inc. Common [2.52%]
HCP, Inc. Common Stock [2.35%]

Click here for Stock Holding Change Map in Vanguard REIT Index Adm Fund (VGSLX)

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