VGSIX : Vanguard Real Estate Index Fund Investor Shares

VGSIX is a Alternatives Market Real Estate index fund with LOW fees.

VGSIX

Vanguard Real Estate Index Fund Investor Shares

FI Score

78 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

78% FI Score
  • vgsix
  • Mutual Fund
  • Alternatives
  • Real Estate

Vanguard Real Estate Index Fund Investor Shares

Expenses: 0.26% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Index that measures the performance of publicly traded equity REITs and other real estate-related investments. 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. The fund is non-diversified.

Largest Holdings

Amount Holding
10.87% Vanguard Real Estate II Index
7.40% American Tower Corp
4.58% Prologis Inc
4.39% Crown Castle International Corp
3.60% Equinix Inc
2.78% Simon Property Group Inc
2.42% Public Storage
2.24% Welltower Inc
2.20% SBA Communications Corp
2.06% AvalonBay Communities Inc
2.06% Equity Residential
1.81% Digital Realty Trust Inc
1.74% Realty Income Corp
1.48% Ventas Inc
1.47% Boston Properties Inc
1.43% Weyerhaeuser Co
1.38% Essex Property Trust Inc
1.32% CBRE Group Inc Class A
1.29% Alexandria Real Estate Equities Inc
1.15% Healthpeak Properties Inc
1.14% Invitation Homes Inc
1.09% Mid-America Apartment Communities Inc
1.04% Sun Communities Inc
0.98% W.P. Carey Inc
0.97% UDR Inc

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