Vanguard REIT Index Individual Investment Option

Strategy: The Fund employs an indexing investment approach designed to track the performance of the MSCI® US REIT Index. The Index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs). The Fund attempts to replicate the Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.

Risk: An investment in the Fund could lose money over short or even long periods. You should expect the Fund's share price and total return to fluctuate within a wide range. The Fund is subject to the following risks, which could affect the Fund's performance.  

Industry concentration risk: The chance that the stocks of REITs will decline because of adverse developments affecting the real estate industry and real property values. Because the Fund concentrates its assets in REIT stocks, industry concentration risk is high.

This Fund is also subject to stock market risk, interest rate risk, and investment style risks.

Prices and Performance: Click here to review.

Expense Ratio: The estimated overall expense ratio for this Portfolio is:

Underlying Estimated Fund Expenses:1 0.10%
Program Management Fee: 0.27%
State Administrative Fee: 0.03%
TOTAL: 0.40%

Click to Review: Fact Sheet, Prospectus, Annual Report

 

1 As of March 31, 2016.

 

Historical prices: Search for historical price information