VFH : Vanguard Financials Index Fund ETF Shares

VFH is a Sector Equity Market Financial Services index fund with LOW fees.

VFH

Vanguard Financials Index Fund ETF Shares

FI Score

72 /100

Diversification Rating

3 /10

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

72% FI Score
  • vfh
  • ETF
  • Sector Equity
  • Financial Services

Vanguard Financials Index Fund ETF Shares

Expenses: 0.10% (Better than 1% of similar funds)

This is an OK choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Largest Holdings

Amount Holding
9.71% JPMorgan Chase & Co
7.96% Berkshire Hathaway Inc Class B
6.64% Bank of America Corporation
3.77% Wells Fargo & Company
3.43% Citigroup Inc
2.31% S&P Global Inc
2.06% CME Group Inc
2.05% American Express Company
1.89% The Goldman Sachs Group, Inc
1.88% BlackRock, Inc

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