Vanguard REIT Index Po Box 2600 V26 Valley Forge PA 19482
Phone: 800-662-6273
| Category: |
Real Estate |
| Fund Family: |
Vanguard |
| Net Assets: |
3.57B |
| Year-to-Date Return: |
-5.32% |
| Yield: |
4.55% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
13-May-96 |
|
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 |
|
|
|
| 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-Dec-09):
|
0.19 |
| Last Cap Gain
(23-Dec-08):
|
0.13 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
119.83% |
|
| Expense |
VGSIX |
Category Avg |
| Total Expense Ratio: |
0.26%
|
1.47% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.46% |
| Max Deferred Sales Load: |
%
|
2.75% |
| 3 Yr Expense Projection*: |
$84 |
$642 |
| 5 Yr Expense Projection*: |
$146 |
$991 |
| 10 Yr Expense Projection*: |
$331 |
$1,973 |
|
|