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An Upgrade for This Fine Real Estate Fund From Vanguard

Because our new ratings framework places an even greater emphasis on fees, Vanguard Real Estate Index now earns a Gold rating.

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The following is our latest Fund Analyst Report for Vanguard Real Estate Index (VGSLX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. 

Vanguard Real Estate Index is by far the largest real estate fund, with just over $70 billion in assets. It is also one of the cheapest. The fund's broadly diversified market-cap-weighted benchmark captures the full breadth and depth of the opportunity set available to Morningstar Category peers and closely mimics the manner in which they build their portfolios. It features experienced management and an excellent record of tracking its index. Within our new ratings framework, which puts even greater emphasis on fees, the fund's Institutional, Admiral, and exchange-traded fund share classes have earned an upgrade to a Morningstar Analyst Rating of Gold from Silver. Owing to its higher fee, the fund's Investor share class retains its Silver rating.

Ben Johnson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.