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Fund Intelligence | Best Managers | VUIAX Insights | VUIAX Score | VUIAX Performance | VUIAX News | VUIAX Allocation | VUIAX Holdings Change
Fund Intelligence | Best Managers | VUIAX Insights | VUIAX Score | VUIAX Performance | VUIAX News | VUIAX Allocation | VUIAX Holdings Change
Vanguard Utilities Index Adm (VUIAX) Fund Ranking and Research
Ranking, Research and Recommendation of Vanguard Utilities Index Adm (VUIAX) Fund
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Last Trade: $42.78 on 5/23/2013, Change: -0.32 (-0.74%)
Fund Manager - Michael Eyre
Fund Manager Information
Fund Manager Tenure: 2.4 yearsFund Family: Vanguard
Fund Category: Utilities
Fund Performance: Jan 30, 2013
Fundmojo Fund Grade: A (Score: 0.75) (What does this score mean?)
Vanguard Utilities Index Adm Fund (VUIAX) Profile
Fund Profile and Description
Vanguard Utilities Index Adm Fund seeks to track the performance of a benchmark index that measures the investment return of utilities stocks. Vanguard Utilities Index Adm Fund employs a passive management investment approach designed to track the performance of the MSCI U.S. Investable Market Utilities 25/50 index. This index consists of all capitalization companies within the utilities sector. The sector includes electric, gas, and water utility companies, as well as companies that operate as independent producers and/or distributors of power. The sector includes both nuclear and nonnuclear facilities. It is non-diversified.
What we like about Vanguard Utilities Index Adm (VUIAX) Fund
Data for Vanguard Utilities Index Adm Fund (VUIAX) as of Jan 30, 2013
- Vanguard Utilities Index Adm Fund (VUIAX) ratio of up-years vs down years is greater than 2
- Vanguard Utilities Index Adm Fund (VUIAX) has an annual stock turnover rate of 5.00% vs Utilities average of 71.34%. It is good that Vanguard Utilities Index Adm management does not trade extensively for its return.
- Vanguard Utilities Index Adm Fund (VUIAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.27, lower than category average of 10.85
- Vanguard Utilities Index Adm Fund (VUIAX) has a lower expense ratio than its Utilities average: 0.14% vs 1.33%
- Vanguard Utilities Index Adm Fund (VUIAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Vanguard Utilities Index Adm (VUIAX) Fund
Data for Vanguard Utilities Index Adm Fund (VUIAX) as of Jan 30, 2013
- Vanguard Utilities Index Adm Fund (VUIAX) management has been with Vanguard Utilities Index Adm Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
- Vanguard Utilities Index Adm Fund (VUIAX) has a less-than-ideal short-term performance (1-year return 11.09% vs 13.70% Utilities category median performance)
- Vanguard Utilities Index Adm Fund (VUIAX) has a less-than-ideal mid-term performance (3-year return 12.66% vs 13.57% Utilities category median performance)
- Vanguard Utilities Index Adm Fund (VUIAX) has a less-than-ideal Long-term performance (5-year return 3.24% vs 4.13% Utilities category median performance)
- Vanguard Utilities Index Adm Fund (VUIAX) has a Morningstar rating of 3 and below
- As a Utilities focused fund, Vanguard Utilities Index Adm Fund (VUIAX) is less diversified and has inherited sector risks associated with the fund
Compare with other top Utilities category mutual funds
Aadditional top Utilities mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| Vanguard Utilities Index Adm | 5.16 | 11.09 | 12.66 | 3.24 | |
| FBR Gas Utility Index Investor (GASFX) | 7.41 | 15.20 | 18.73 | 9.25 | Compare |
| Franklin Utilities A (FKUTX) | 6.83 | 14.40 | 15.12 | 6.59 | Compare |
See top fund managers for Utilities Category Funds
Compare with Utilities category ETFs
Some Utilities ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | First Trust Utilities AlphaDEX (FXU) | 3.62% | 9.65% | 11.24% | PowerShares S&P SmallCap Utilities (PSCU) | 6.07% | 6.70% | 0 | iShares S&P Global Utilities (JXI) | 1.11% | 2.57% | 2.08% | Focus Morningstar Utilities Ind (FUI) | 6.77% | 17.47% | 0 | Utilities HOLDRs (UTH) | 13.63% | 16.93% | 7.64% |
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Vanguard Utilities Index Adm (VUIAX) Fund Net Asset
Track net asset change of Vanguard Utilities Index Adm fund (VUIAX)
| Date | Net Asset |
| 02/2013 | $1.66B |
| 01/2013 | $1.66B |
| 12/2012 | $1.44B |
Vanguard Utilities Index Adm (VUIAX) Fund Portfolio Allocation
Track portfolio allocation change of Vanguard Utilities Index Adm fund (VUIAX)
| Date | Cash | Stock | Bond | Other |
| 12/2012 | 0% | 100% | 0% | 0% |
| 09/2012 | 0.03% | 99.97% | 0% | 0% |
| 06/2012 | 0.02% | 99.98% | 0% | 0% |
Top 10 Holdings in Vanguard Utilities Index Adm (VUIAX) Fund
Discover what Vanguard Utilities Index Adm Fund (VUIAX) manager is buying
Click here for Stock Holding Change Map in Vanguard Utilities Index Adm Fund (VUIAX)
Latest News on Vanguard Utilities Index Adm (VUIAX) Fund
See what is happening with Vanguard Utilities Index Adm Fund (VUIAX)
See more information on Vanguard Utilities Index Adm (VUIAX) Fund
Popular pages on Vanguard Utilities Index Adm (VUIAX) Fund
- Vanguard Utilities Index Adm (VUIAX) Fund Research and Recommendation
- Vanguard Utilities Index Adm (VUIAX) Fund Performance Data
- Vanguard Utilities Index Adm (VUIAX) Fund Manager Information
- Historic Vanguard Utilities Index Adm (VUIAX) Fund Asset Allocation Report
- Historic Vanguard Utilities Index Adm (VUIAX) Fund Top 10 Holding Tracking
- Historic Vanguard Utilities Index Adm (VUIAX) Fund Asset Under Management Tracking
