The fund provides global exposure to the real estate securities market, focusing on owners and operators with recurring rental income. It invests at least 80% of its assets in equity securities issued by U.S. and non-U.S. companies of any capitalization that are principally engaged in the real estate industry, including common stock, preferred stock and other equity securities issued by real estate companies, such as REITs and similar REIT-like entities.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
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Virtus Duff & Phelps Global Rea
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VGSAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VGSAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Virtus Duff & Phelps Global Rea
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Pre-filled with VGSAX's historical average return
Important: This projection uses simplified assumptions based on VGSAX'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.
VGSAX is the ticker symbol for Virtus Duff & Phelps Global Rea, a Real Estate mutual fund managed by Vanguard. The fund provides global exposure to the real estate securities market, focusing on owners and operators with recurring rental income. It invests at least 80% of its assets in equity securities issued by U.S. and non-U.S. companies of any capitalization that are principally engaged in the real estate industry, including common stock, preferred stock and other equity securities issued by real estate companies, such as REITs and similar REIT-like entities.
VGSAX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
VGSAX has posted a 1-year return of +9.43%, 3-year return of +10.22%, 5-year return of +2.24%, 10-year return of +78.32%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VGSAX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VGSAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Real Estate 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.
