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Morningstar

Vanguard FTSE Social Index I VFTNX

Morningstar Analyst Rating
Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 27.31  /  0.76 %
  • Total Assets 12.8 Bil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.27%
  • Turnover 8%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis VFTNX

Will VFTNX outperform in 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 VFTNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VFTNX 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 VFTNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broad market exposure for socially conscious investors.

Analyst

Summary

| by Lan Anh Tran

Vanguard FTSE Social Index delivers on its environmental, social, and governance remit without sacrificing the benefits of a broadly diversified, market-cap-weighted portfolio. Both of its share classes earn a Morningstar Analyst Rating of Silver.

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