Morningstar

Vanguard FTSE Social Index Fund Admiral VFTAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $74.98  /  +0.59 %
  • Fund Size $29.5B
  • Adjusted Expense Ratio 0.110%
  • Net Expense Ratio 0.130%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 0.82%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis VFTAX

Will VFTAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VFTAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VFTAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VFTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Large-cap exposure for investors with ESG considerations.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Vanguard FTSE Social Index delivers on its environmental, social, and governance remit without sacrificing the benefits of a broadly diversified, market-cap-weighted portfolio.

by Lan Anh Tran
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VFTAX

More VFTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.42 3B
Technology

Apple Inc

8.38 2B
Technology

Microsoft Corp

6.89 2B
Technology

Amazon.com Inc

4.61 1B
Consumer Cyclical

Alphabet Inc Class A

3.62 1B
Communication Services

Broadcom Inc

3.15 922M
Technology

Alphabet Inc Class C

2.92 854M
Communication Services

Meta Platforms Inc Class A

2.30 673M
Communication Services

Micron Technology Inc

1.98 578M
Technology

Tesla Inc

1.97 575M
Consumer Cyclical

Sponsor Center