VGSIX Rating, Research - Vanguard Reit Index Inv

Vanguard Reit Index Inv (vgsix)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 56

Threats + Weaknesses = 27

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

Fund Management Team

Fund Description Update

Vanguard Reit Index Inv (VGSIX) Description: VGSIX is a mutual fund, which is an investment that owns a basket of assets. The VGSIX 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 large fund size classification. VGSIXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VGSIXs expense ratio is roughly 0%. The latest VGSIXs front end load was 0% and the back end load was 0%. The Vanguard Reit Index Inv (VGSIX) mutual fund falls under the real estate category. VGSIX focuses its investments in USA and VGSIX is focused on the financial industry or fund sector. The Vanguard Reit Index Inv (VGSIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VGSIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VGSIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital growth. The fund will normally invest at least 80% of assets in stocks (see stock research) of small companies. Its allocation is widely diversified by industry and company. The fund normally invests less than 1.5% of assets in any single company. It invests most assets in U.S. common stocks (see stock research), and may also purchase other securities including foreign stocks (see stock research), futures, and options.

Management Analysis Update

Vanguard Reit Index Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. The vgsix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update