Vanguard REIT Index Inv
Po Box 2600V26Valley Forge PA 19482
Map
Phone: 800-662-7447
| Category: | Real Estate | | Fund Family: | Vanguard | | Net Assets: | 33.01B | | Year-to-Date Return: | 4.99% | | Yield: | 3.26% | | Morningstar Rating: |  | | Fund Inception Date: | May 12, 1996 |
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Gerard C. O'Reilly
Lead Manager since May 12, 1996 | | | 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: | N/A | | Min Initial Investment, AIP: | 0 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | N/A | | 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 by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs.
The fund employs an indexing investment 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). It 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. |
| Last Dividend
(Mar 20, 2013)
:
| 0.17 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 3, 2013)
:
| 10.00% | | Average for Category: | 46.79% |
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| Expense | VGSIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.24% | 1.36% | | Prospectus Net Expense Ratio: | 0.24% | N/A | | Prospectus Gross Expense Ratio: | 0.24% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.41% | | Max Deferred Sales Load:
| N/A | 2.45% | | 3 Yr Expense Projection*: | 77 | 582 | | 5 Yr Expense Projection*: | 135 | 911 | | 10 Yr Expense Projection*: | 306 | 1,831 |
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0.07(0.30%) Jun 17