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Vanguard Group (VFTNX)
General Fund Information
P.O. Box 1110 Valley Forge, PA 19482-1110
(800) 662-7447www.vanguard.com
Category:Institutional Funds
Style:Growth
Assets: ($ millions)$1,734.5

Account min.:$5,000,000
Reinvest. min.:$1
IRA account min.:$5,000,000
IRA reinvest min.:1.00
Type:Large-Cap
Expenses:0.12%
Max. defer. load: 
Max. front load: 
Avg. P/E:27.21
Avg. P/B:5.99
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Vanguard FTSE Social Index Fund seeks to track the performance of a benchmark index that measures the investment return of large- and mid-cap stocks.
Social Issues01/31/18
Shareholder activism:
Community investment:R
Environment:X
Human rights:X
Employment:R
Products and Services:R
Weapons:R
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:R/R/R
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries3.86% 
Cap. Goods & Tech.22.58% 
Consumer Cyclicals8.05% 
Consumer Non-Cyclicals18.89% 
Energy1.17% 
Finance27.44% 
Miscellaneous8.45% 
Non - US0.05% 
Transportation1.88% 
Utilities7.64% 
Fund Performance01/31/18
Year to date: 5.37%
Year to date: 5.37%
1 Year: 27.91%
Annualized returns:
3 Year: 14.78%
5 Year: 16.82%
10 Year: 9.92%
Since inception: 9.12%
Inception date: 01/14/03
Bear Market: -15.62%
Bear Market Period:     —    
MPT Statistics01/31/18
Alpha 3YR:-0.44
Alpha 5YR:0.27
Beta 3YR:1.04
Beta 5YR:1.04
R. Squared 3YR:97.40
R. Squared 5YR:96.97
Sharpe 3YR:1.34
Sharpe 5YR:1.64
Std. Dev. 3YR:9.99
Std. Dev. 5YR:9.99
Sectors Pie Chart 
Sector Distribution Chart

 

 
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