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Vanguard Real Estate Index Investor VGSIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
33.84  /  1.66 %
Total Assets
41.5 Bil
Adj. Expense Ratio
0.260%
Expense Ratio
0.260%
Fee Level
Low
Longest Manager Tenure
25.11 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
3,000
Status
Limited
TTM Yield
3.10%
Turnover
8%

USD | NAV as of Jun 18, 2021 | 1-Day Return as of Jun 18, 2021, 10:14 PM GMT+00:00

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Morningstar’s Analysis

Will VGSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the VGSIX 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

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The Parent Pillar is our rating of VGSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A low-cost snapshot of the U.S. real estate market.

Associate Analyst

Summary

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Vanguard Real Estate Index accurately represents the broad U.S. real estate market. Its market-cap-weighted portfolio and ultralow cost should make it difficult to beat over the long term. The admiral, institutional, and exchange-traded fund share classes earn a Morningstar Analyst Rating of Gold, while the pricier investor shares receive a Silver rating.

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