The index is composed of large- and mid-cap stocks of companies that are screened for certain environmental, social, and corporate governance (ESG) criteria by the index provider. The manager attempts to replicate the target 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. It is non-diversified.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
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Vanguard FTSE Social Index Fund
Pre-filled with VFTAX's historical average return
VFTAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VFTAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard FTSE Social Index Fund
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Pre-filled with VFTAX's historical average return
Important: This projection uses simplified assumptions based on VFTAX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VFTAX is the ticker symbol for Vanguard FTSE Social Index Fund, a ESG Large Blend mutual fund managed by Vanguard. The index is composed of large- and mid-cap stocks of companies that are screened for certain environmental, social, and corporate governance (ESG) criteria by the index provider. The manager attempts to replicate the target 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. It is non-diversified.
VFTAX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
VFTAX has posted a 1-year return of +13.80%, 3-year return of +18.63%, 5-year return of +10.58%, 10-year return of +7.30%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VFTAX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VFTAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, ESG Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
