Vanguard FTSE Social Index is one of the cheapest and best-diversified U.S.-focused socially conscious funds around. It effectively balances diversification against its mandate to avoid controversial lines of business and should deliver similar performance to the broad U.S. large-cap market over the long term. This strategy earns a Morningstar Analyst Rating of Silver.
Will VFTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of VFTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.