Vanguard Utilities Index Fund

Scorecard
2 / 5 Stars
Lipper
3 3 5 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 17 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.36 percent over the past year, 12.72 percent over the past three years, 15.35 percent over the past five years, and 9.37 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 6.1%
1 Year 13.4%
3 Years (Annualized) 12.7%
5 Years (Annualized) 15.3%
10 Years (Annualized) 9.4%

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Summary

The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Utilities 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the utilities sector, as classified under the Global Industry Classification Standard (GICS). It 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. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Vanguard Utilities Index Fund has an expense ratio of 0.14 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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