Best Performing Vanguard Funds
These YTD top performer Vanguard funds are sorted based on its performance up to July 3rd, 2012. Most of the top performers are equity mutual funds especially U.S. domestic stock funds. Other classes of top performers are real estate sector, large growth, small cap, equity income, growth stock, etc.
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| YTD Top Performer Vanguard Mutual Funds 2012 |
- Vanguard Global ex-U.S. Real Estate Index (VGXRX)
- Vanguard REIT Index (VGSIX)
- Vanguard U.S. Growth (VWUSX)
- Vanguard Small-Cap Growth Index (VISGX)
- Vanguard Growth Index (VIGRX)
- Vanguard Growth Equity (VGEQX)
- Vanguard Small-Cap Index (NAESX)
- Vanguard Growth and Income (VQNPX)
- Vanguard Morgan Growth (VMRGX)
- Vanguard Mid-Cap Growth (VMGRX)
This Vanguard Global ex-U.S. Real Estate Index fund utilizes its assets to purchase equities that track performance of international real estate stocks in both developed and emerging markets. Gerard C. O'Reilly is the fund manager. The yield is 2.67%. The expense ratio is 0.50%.
As of June 2012, the portfolio turnover rate is 7%. This top real estate fund has an investment style of large blend. As part of global real estate fund, it has a YTD return of 18.65%. The top 5 stocks in its assets are Mitsubishi Estate, Westfield Group, Sun Hung Kai Properties Ltd, Unibail-Rodamco Se, and Cheung Kong Holdings Ltd.
2. Vanguard REIT Index (MUTF: VGSIX)
The investment objective of Vanguard REIT Index fund is to provide a high income level and moderate long-term capital growth. It tries to track the benchmark index performance that measures the publicly traded equity REITs. The annual expense ratio is 0.24%. It opens to new investors. You can buy this fund with $3,000 initial funding from 89 brokerages such as H&R Block Financial Advisors Inc, JPMorgan INVEST, Hartford, Mony Securities Corp, etc.
New: Best Vanguard Mutual Funds of 2012
This real estate fund is ranked with 3 star and silver rating. It has returned 35.69% over the past 3 year and 2.89% over the past 5 year. The Year-To-Date return is 16.55%.
3. Vanguard U.S. Growth (Ticker: VWUSX)
This Vanguard U.S. Growth fund invests primarily in large-capitalization stocks of U.S. companies with above-average earnings growth potential and reasonable stock prices. This large growth stock fund has an expense ratio of 0.44%. The total net assets are $3.8 billion.
This top performer Vanguard fund has returned 16.06% over the past 3 year, and 4.86% over the past decade. The YTD return is 12.41%. The top 3 sectors in its portfolio are technology, consumer cyclical, and financial services. The top 4 stocks are Apple Inc, Qualcomm Inc, Google Inc, and Priceline.com Inc.
4. Vanguard Small-Cap Growth Index (VISGX)
Vanguard Small-Cap Growth Index fund is another index mutual fund. Its objective is to track the performance of the MSCI US Small Cap Growth Index. There is no sales load, and its expense ratio is quite low. The fee is only 0.24% per year.
The top 5 stocks in its holdings are Panera Bread Company Inc, W.R. Grace & Company, Taubman Centers Inc, Signet Jewelers Ltd, and ITC Holdings Corp. It has a YTD return of 12.06%.
Disclosure: No Position
Fund Information
| No | Fund Description | Ticker | Asset Class | Expense ratio | SEC Yield | YTD Return |
|---|---|---|---|---|---|---|
| 1 | Vanguard Global ex-US Rel Est Idx Inv | VGXRX | International | 0.50% | - | 18.65% |
| 2 | Vanguard REIT Index | VGSIX | Sector | 0.24% | - | 16.55% |
| 3 | Vanguard U.S. Growth | VWUSX | Large Growth | 0.44% | 0.55% | 12.41% |
| 4 | Vanguard Small-Cap Growth Index | VISGX | Small Growth | 0.24% | 0.17% | 12.06% |
| 5 | Vanguard Growth Index | VIGRX | Large Growth | 0.24% | 1.26% | 11.97% |
| 6 | Vanguard Growth Equity | VGEQX | Large Growth | 0.52% | 0.55% | 11.68% |
| 7 | Vanguard Small-Cap Index | NAESX | Small Blend | 0.30% | 1.22% | 11.50% |
| 8 | Vanguard Growth and Income | VQNPX | Large Blend | 0.34% | 2.02% | 11.20% |
| 9 | Vanguard Morgan Growth | VMRGX | Large Growth | 0.42% | 0.77% | 11.16% |
| 10 | Vanguard Mid-Cap Growth | VMGRX | Mid Growth | 0.53% | 0.04% | 11.15% |
| 11 | Vanguard Extended Market Index | VEXMX | Mid Blend | 0.28% | 0.99% | 10.98% |
| 12 | Vanguard Small-Cap Value Index | VISVX | Small Value | 0.35% | 2.28% | 10.95% |
| 13 | Vanguard Diversified Equity | VDEQX | Large Blend | 0.41% | 1.17% | 10.83% |
| 14 | Vanguard Total Stock Market Index | VTSMX | Large Blend | 0.18% | 1.98% | 10.52% |
| 15 | Vanguard 500 Index | VFINX | Large Blend | 0.17% | 2.12% | 10.38% |
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