Vanguard Group (VFTNX)
General Fund Information
Vanguard Group
P.O. Box 1110  
Valley Forge PA 19482-1110
(800) 662-7447
www.vanguard.com
Category:Institutional Funds
Style:Growth
Assets: ($ millions)$1,616.9

Account min.:$5,000,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:0.12%
Max. defer. load: 
Max. front load: 
Avg. P/E:26.77
Avg. P/B:5.99
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 Issues12/31/17
Shareholder activism:
Community investment:R
Environment:X
Human rights:X
Employment:R
Products and Services:R
Weapons:R
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:R/R/R
Other:

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 Performance12/31/17
  Fund Return Percentile Rank *
Year to date: 24.19% 33
1 Year: 24.19% 33
Annualized returns:
3 Year: 11.54% 21
5 Year: 17.12% 8
10 Year: 8.73% 22
Since inception: 8.80% 53
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 Statistics12/31/17
Alpha 3YR:-0.43
Alpha 5YR:0.39
Beta 3YR:1.05
Beta 5YR:1.05
R. Squared 3YR:97.51
R. Squared 5YR:96.82
Sharpe 3YR:1.04
Sharpe 5YR:1.65
Std. Dev. 3YR:10.12
Std. Dev. 5YR:10.12
Sector Distribution 
Basic Industries3.86% 
Cap. Goods & Tech.22.58% 
Consumer Cyclicals8.05% 
Consumer Non-Cyclicals18.89% 
Energy1.17% 
Finance27.44% 
Miscellaneous8.45% 
Non - US0.05% 
Transportation1.88% 
Utilities7.64%