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Fund Intelligence | Best Managers | VGSLX Insights | VGSLX Score | VGSLX Performance | VGSLX News | VGSLX Allocation | VGSLX Holdings Change
Vanguard REIT Index Adm (VGSLX) Fund Ranking and Research
Ranking, Research and Recommendation of Vanguard REIT Index Adm (VGSLX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Gerard O’Reilly
Fund Manager Information
Fund Manager Tenure: 21.9 yearsSimilar 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 MSCI® 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
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% |
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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 |
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% |
Top 10 Holdings in Vanguard REIT Index Adm (VGSLX) Fund
Discover what Vanguard REIT Index Adm Fund (VGSLX) manager is buying
Click here for Stock Holding Change Map in Vanguard REIT Index Adm Fund (VGSLX)
Latest News on Vanguard REIT Index Adm (VGSLX) Fund
See what is happening with Vanguard REIT Index Adm Fund (VGSLX)
See more information on Vanguard REIT Index Adm (VGSLX) Fund
Popular pages on Vanguard REIT Index Adm (VGSLX) Fund
- Vanguard REIT Index Adm (VGSLX) Fund Research and Recommendation
- Vanguard REIT Index Adm (VGSLX) Fund Performance Data
- Vanguard REIT Index Adm (VGSLX) Fund Manager Information
- Historic Vanguard REIT Index Adm (VGSLX) Fund Asset Allocation Report
- Historic Vanguard REIT Index Adm (VGSLX) Fund Top 10 Holding Tracking
- Historic Vanguard REIT Index Adm (VGSLX) Fund Asset Under Management Tracking