Vanguard FTSE Social Index Fund Investor Shares (VFTSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the FTSE4Good US Select Index. The index is composed of the stocks of companies that have been screened for certain social and environmental criteria by the index sponsor- which is independent of Vanguard. The Advisor attempts to replicate the index by investing all- or substantially all- of its assets in the stocks that make up the index.


1 month+4.17% 3 years+10.91%
3 months+0.16% 5 years+13.63%
1 year+16.68% Since inception+4.48%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.63%+11.72%
Expense ratio0.20%0.96%
Risk 5 year sharpe ratio1.271.08
Net assets$4.2B$5.5B
Average market cap$84.9B$129.3B
Average P/E21.921.0
Portfolio turnover11%11%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGerard O’Reilly / 2 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock97.84%
International stock1.60%
Fixed income0.03%
Top 5 Sectors
Portfolio weighting
Financial service 30.46%
Hardware 14.48%
Healthcare 13.15%
Consumer service 10.01%
Telecommunication 9.45%
Top 10 Holdings
Portfolio weighting
AAPL Apple5.02%
MSFT Microsoft4.19%
FB Facebook2.43%
JPM JPMorgan Chase2.25%
JNJ Johnson & Johnson2.04%
GOOG Google1.85%
GOOGL Google1.80%
BAC Bank of America1.71%
INTC Intel1.46%
V Visa1.38%