… this fund. It charges the same expense ratio and has behaved virtually identically to KLD. Vanguard FTSE Social Index Fund VFTSX is a solid mutual fund alternative that charges only 0.29% per year, but it doesn't track the U.S. market as closely …
… subsequent bear market, when tech was among the worst-performing sectors. It's a similar story at Vanguard FTSE Social Index VFTSX , which tracks the FTSE4Good U.S. Select Index. That index is similarly light in energy and industrial stocks but especially …
… concerns after a somewhat heavy-handed reorganization of the TIAA-CREF lineup. But it's still cheaper than any major socially responsible fund except Vanguard FTSE Social Index VFTSX , and remains a pretty good core fund within that niche.
… 55 Edward Wiese 4.36 29 T. Rowe Price SC St OTCFX Small Blend 0.92 Gregory McCrickard 3.83 14 Vanguard FTSE Soc Ind VFTSX Large Growth 0.29 Michael Perre -2.10 97 Vanguard Instl Ind VINIX Large Blend 0.04 Donald Butler 0.34 34 Vanguard Intl …
Pronounced sector biases , including a really heavy financials stake . Financials stake is also much bigger the norm for large - cap and moderate - allocation SRI offerings . Uneven performance since switching to its current benchmark at the end of 2005 , largely due to sector biases . Far cheaper
… 0.50% expense ratio. Penny-pinching retail investors could also consider a mutual fund like Vanguard FTSE Social Index VFTSX , which levies a 0.29% expense ratio ($3,000 investment minimum). Remember, comparable exposure is also available …
… that the price tag for retail shares is rising from 0.31% to 0.56%. It's now pricier than Vanguard FTSE Social Index VFTSX , whose Investor shares still cost 0.31%. To be fair, this fund still has a number of good things going for it. The social …
SRI aficionados who are seeking a core domestic SRI holding shouldn't dismiss this fund.
… big plus. A few of these are index funds, which generally do use fairly strict social screens. Vanguard FTSE Social Index VFTSX tracks the FTSE4Good U.S. Select Index, and its 0.25% expense ratio makes it one of the cheapest SRI funds around. Until …
… impressive returns at Neuberger Berman Socially Responsive NBSRX with a bold value-oriented style. Vanguard FTSE Social Index VFTSX has a strong record to go along with its fetching 0.25% expense ratio. Slim Value, Smaller-Cap, and Overseas Pickings …