Vanguard Global ex-U.S. Real Estate is a solid choice for foreign real estate exposure, but excluding U.S. securities makes it a misfit among its global real estate Morningstar Category peers. Its paper-thin expense ratio should help it outperform, though, meriting a Morningstar Analyst Rating of Bronze for all share classes.
- NAV / 1-Day Return 24.91 / 0.20 %
- Total Assets 3.6 Bil
-
Adj. Expense Ratio
0.120%
- Expense Ratio 0.120%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Real Estate
- Investment Style Mid Value
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 0.62%
- Turnover 10%
Morningstar’s Analysis VGRLX
Will VGRLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 651
- Bond Holdings 0
- Other Holdings 94
- % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Slcmt1142
2.47
91,752,992
Cash and Equivalents
Link Real Estate Investment Trust
1.48
54,805,774
Real Estate