Vanguard Real Estate Index maximizes the impact of its ultralow fee by accurately representing the broad U.S. real estate market. Its well-diversified, market-cap-weighted portfolio should be difficult to beat over the long term. The Admiral, Institutional, and exchange-traded fund share classes earn Morningstar Analyst Ratings of Gold. A higher fee limits the Investor shares to a Silver rating.
Vanguard Real Estate Index Investor VGSIX
NAV / 1-Day Return
31.51
/
0.67
%
Total Assets
40.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.260%
Expense Ratio
0.260%
Fee Level
Low
Longest Manager Tenure
26.03
years
Category
Real Estate
Investment Style
Mid BlendMin. Initial Investment
3,000
Status
Limited
TTM Yield
2.76%
Turnover
7%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VGSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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
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
The Parent Pillar is our rating of VGSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Low-cost, no-frills U.S. real estate exposure.
