Vanguard Real Estate II Index Fund
Shareclass
Vanguard Real Estate II Index (VRTPX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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 Real Estate II Index Fund VRTPX
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. Welltower Inc6.58% of assets$613.84M invested
- 2. Jones Lang LaSalle Inc0.75% of assets$69.68M invested
- 3. VICI Properties Inc Ordinary Shares2.34% of assets$218.07M invested
- 4. Ventas Inc2.04% of assets$189.95M invested
- 5. Zillow Group Inc Class C0.74% of assets$69.04M invested
- 6. Zillow Group Inc Class A0.25% of assets$23.6M invested
- 7. Omega Healthcare Investors Inc0.73% of assets$68.09M invested
- 8. Sabra Health Care REIT Inc0.29% of assets$27.27M invested
- 9. American Tower Corp7.29% of assets$680.45M invested
- 10. Essex Property Trust Inc1.24% of assets$115.92M 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. Compass Inc Class A0.24% of assets$22.35M invested
- 2. Lamar Advertising Co Class A0.69% of assets$64.65M invested
- 3. American Healthcare REIT Inc Ordinary Shares0.34% of assets$31.94M invested
- 4. Stag Industrial Inc0.42% of assets$38.88M invested
- 5. COPT Defense Properties0.2% of assets$18.99M invested
- 6. Highwoods Properties Inc0.21% of assets$19.49M invested
- 7. Apple Hospitality REIT Inc0.19% of assets$17.34M invested
- 8. Urban Edge Properties0.16% of assets$14.56M invested
- 9. National Health Investors Inc0.24% of assets$22.21M invested
- 10. The St. Joe Co0.12% of assets$11.19M invested
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Financial performance
Performance data provided by
Find more financial data on VRTPX at Morningstar.com
Find more financial data on VRTPX 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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