Vanguard Group (VFTNX)
General Fund Information
Vanguard Group
P.O. Box 1110  
Valley Forge PA 19482-1110
(800) 662-7447
Category:Institutional Funds
Assets: ($ millions)$2,238.0

Account min.:$5,000,000
Reinvest. min.:$1
IRA account min.:$5,000,000
IRA reinvest min.:1.00
Max. defer. load: 
Max. front load: 
Avg. P/E:25.85
Avg. P/B:6.49
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Vanguard FTSE Social Index Fund seeks to track the performance of a benchmark index that measures the investment return of large- and mid-cap stocks.
Social Issues07/31/18
Shareholder activism:
Community investment:R
Human rights:X
Products and Services:R
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:R/R/R

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: 7.00% 38
1 Year: 17.45% 34
Annualized returns:
3 Year: 12.36% 23
5 Year: 13.78% 23
10 Year: 11.11% 22
Since inception: 8.93% 52
Inception date: 01/14/03  
Bear Market: -15.62%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:-0.49
Alpha 5YR:0.27
Beta 3YR:1.03
Beta 5YR:1.03
R. Squared 3YR:97.65
R. Squared 5YR:97.12
Sharpe 3YR:1.09
Sharpe 5YR:1.31
Std. Dev. 3YR:10.09
Std. Dev. 5YR:10.09
Sector Distribution 
Basic Industries3.86% 
Cap. Goods & Tech.22.58% 
Consumer Cyclicals8.05% 
Consumer Non-Cyclicals18.89% 
Non - US0.05%