Vanguard REIT Index The Vanguard Group, P.O. Box 2600, Valley Forge, PA 19482, USA Map
Phone: 800-662-6273
| Category: | Real Estate | | Fund Family: | Vanguard | | Net Assets: | 2.52B | | Year-to-Date Return: | -11.69% | | Yield: | 6.06% | | Morningstar Rating: |  | | Fund Inception Date: | 13-May-96 |
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Gerard C. O'Reilly
Lead Manager since
13-May-96 | | | O'REILLY has been with Vanguard since 1992; O'REILLY has managed stock index portfolios since 1994. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $3,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide a high level of income and moderate long-term capital appreciation. The fund normally invests approximately 98% of assets in stocks issued by equity real estate investment trusts (REITs) in an attempt to track the investment performance of the Morgan Stanley Capital International (MSCI) US REIT Index. |
| Last Dividend
(23-Jun-09):
| 0.16 | | Last Cap Gain
(23-Dec-08):
| 0.13 | | Annual Holdings Turnover
| 10.00% | | Average for Category:
| 107.87% |
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| Expense | VGSIX | Category Avg | | Total Expense Ratio: | 0.26%
| 1.49% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.40% | | Max Deferred Sales Load: | %
| 2.74% | | 3 Yr Expense Projection*: |
$84 | $627 | | 5 Yr Expense Projection*: |
$146 | $962 | | 10 Yr Expense Projection*: |
$331 | $1,907 |
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