Vanguard FTSE Social Index Fund
Shareclass
Vanguard FTSE Social Index Admiral (VFTAX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 521 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Vanguard FTSE Social Index Fund VFTAX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.05% of assets$10.44M invested
- 2. Procter & Gamble Co1.01% of assets$211.59M invested
- 3. Marriott International Inc Class A0.14% of assets$28.37M invested
- 4. Biogen Inc0.05% of assets$10.48M invested
- 5. Boston Scientific Corp0.37% of assets$77.96M invested
- 6. Welltower Inc0.24% of assets$49.67M invested
- 7. The Interpublic Group of Companies Inc0.03% of assets$5.31M invested
- 8. Mastercard Inc Class A1.12% of assets$235.19M invested
- 9. Bank of America Corp0.7% of assets$146.21M invested
- 10. Citigroup Inc0.34% of assets$70.69M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Carvana Co Class A0.06% of assets$11.9M invested
- 2. Roblox Corp Ordinary Shares - Class A0.08% of assets$16.1M invested
- 3. Lennar Corp Class A0.07% of assets$13.88M invested
- 4. Rollins Inc0.04% of assets$7.94M invested
- 5. Lennar Corp Class B<0.01% of assets$629,116 invested
- 6. Strategy Class A0.17% of assets$35.04M invested
- 7. Palantir Technologies Inc Ordinary Shares - Class A0.44% of assets$91.42M invested
- 8. Markel Group Inc0.06% of assets$12.46M invested
- 9. PACCAR Inc0.13% of assets$26.34M invested
- 10. Old Dominion Freight Line Inc Ordinary Shares0.08% of assets$16.83M invested
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Financial performance
Performance data provided by
Find more financial data on VFTAX at Morningstar.com
Find more financial data on VFTAX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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