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Vanguard Financials Index Fund (VFAIX)

59.19
-1.19
(-1.97%)
At close: 8:09:00 AM EDT
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  • Previous Close 60.38
  • YTD Return 6.86%
  • Expense Ratio 0.09%
  • Category Financial
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 13.77B
  • Beta (5Y Monthly) 1.11
  • Yield 1.64%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.26
  • Inception Date Jan 26, 2004

The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index.

Vanguard

Fund Family

Financial

Fund Category

13.77B

Net Assets

2004-01-26

Inception Date

Performance Overview: VFAIX

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Trailing returns as of 3/27/2025. Category is Financial.

YTD Return

VFAIX
6.86%
Category
23.64%
 

1-Year Return

VFAIX
31.13%
Category
61.45%
 

3-Year Return

VFAIX
12.47%
Category
10.74%
 

5-Year Return

VFAIX
16.36%
Category
14.55%
 

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Holdings: VFAIX

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Sector Weightings

SectorVFAIX
Technology   3.85%
Real Estate   0.77%
Industrials   0.37%
Healthcare   0.03%
Utilities   0.00%
Energy   0.00%

Recent News: VFAIX

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Research Reports: VFAIX

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