VFTSX Rating, Research - Vanguard Ftse Social Index Inv

Vanguard Ftse Social Index Inv (vftsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 273

Threats + Weaknesses = 147

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vftsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Ftse Social Index Inv (VFTSX) Description: VFTSX is a mutual fund, which is an investment that owns a basket of assets. The VFTSX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a long management tenure and is in the average fund size classification. VFTSXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VFTSXs expense ratio is roughly 0%. The latest VFTSXs front end load was 0% and the back end load was 0%. The Vanguard Ftse Social Index Inv (VFTSX) mutual fund falls under the large-cap growth category. VFTSX focuses its investments in USA and VFTSX is not affiliated with a particular industry or fund sector. The Vanguard Ftse Social Index Inv (VFTSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VFTSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VFTSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of total assets in equity securities (see equity research), or other investments with similar economic characteristics, of large capitalization companies similar to companies in the Russell 1000 Index. Equity securities include U.S. exchange traded and over the-counter common stocks (see stock research), debt securities convertible into equity securities (see equity research), and warrants and rights relating to equity securities (see equity research).

Management Analysis Update

Performance Analysis Update