Vanguard Reit Index Fund Quote
| VGSIX Fund | USD 29.44 0.50 1.73% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Reit is trading at 29.44 as of the 29th of May 2025; that is 1.73 percent up since the beginning of the trading day. The fund's open price was 28.94. Vanguard Reit has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of February 2025 and ending today, the 29th of May 2025. Click here to learn more.
The advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. More on Vanguard Reit Index
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Funds, Real Estate Funds, Real Estate, Vanguard, Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of May 2019 |
| Fiscal Year End | January |
Vanguard Reit Index [VGSIX] is traded in USA and was established 29th of May 2025. Vanguard Reit is listed under Vanguard category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Vanguard family. This fund at this time has accumulated 64.15 B in net assets with no minimum investment requirementsVanguard Reit Index is currently producing year-to-date (YTD) return of 2.33% with the current yeild of 0.04%, while the total return for the last 3 years was 0.77%.
Check Vanguard Reit Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Reit Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Reit Index Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| CCI | Crown Castle | Stock | Real Estate | |
| DLR | Digital Realty Trust | Stock | Real Estate | |
| EQIX | Equinix | Stock | Real Estate | |
| EQR | Equity Residential | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate |
Vanguard Reit Top Holders
| UPAAX | Upright Assets Allocation | Mutual Fund | Tactical Allocation |
Vanguard Reit Index Risk Profiles
| Mean Deviation | 1.1 | |||
| Standard Deviation | 1.55 | |||
| Variance | 2.41 | |||
| Risk Adjusted Performance | (0.03) |
Vanguard Reit Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Reit financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Reit security.
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