Overview |
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Investment Objective
The portfolio seeks to track the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks.
Investment Strategy
The portfolio invests 100% of its assets in Vanguard® FTSE Social Index Fund. The Fund employs a "passive management"—or indexing—investment approach designed to track the performance of the FTSE US Choice Index. The index is composed primarily of large- and mid-cap stocks of companies that are screened for certain environmental, social, and corporate governance (ESG) criteria by the index provider, which is independent of Vanguard. The FTSE US Choice Index excludes the stocks of companies that FTSE Russell (FTSE) determines engage in, have a specified level of involvement in, and/or derive threshold amounts of revenue from certain activities or business segments related to the following: adult entertainment, alcohol, tobacco, cannabis, gambling, chemical and biological weapons, cluster munitions, anti-personnel landmines, nuclear weapons, conventional military weapons, civilian firearms, nuclear power, and coal, oil, or gas. The level or type of involvement in, or amount of revenue earned from, certain activities or business segments that lead to exclusion by FTSE can vary from one activity or business segment to another. The Index methodology also excludes the stocks of companies that, as FTSE determines based on its internal assessment, do not meet certain labor, human rights, environmental, and anti-corruption standards as defined by the United Nations Global Compact Principles, as well as companies that do not meet certain diversity criteria. Vanguard FTSE Social Index Fund may become nondiversified, as defined under the Investment Company Act of 1940, solely as a result of an index rebalance or market movement.
Investment Risks
Through its investment in Vanguard FTSE Social Index Fund, the portfolio is subject to stock market risk, investment style risk, nondiversification risk, and sector risk.
Average Annual Returns - Updated Monthly as of
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**A socially screened index of large- and mid-capitalization U.S. stocks that is provided by the FTSE Group.
Annual Investment Returns
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