Vanguard US Equity Stock Index - Gold

FUND RESEARCH UPDATE: New Fund Rating of Gold

Caroline Gutman 19 January, 2015 | 1:54PM
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We have initiated coverage of the Vanguard US Equity Stock Index fund with a Morningstar Analyst Rating™ of Gold. Over the last five years on a risk-adjusted basis, it has significantly outperformed the average fund in the Morningstar US Large-Cap Blend Equity Category while charging competitive fees relative to its passive fund peers. We view Vanguard’s index fund operation very favourably and have high conviction in the fund’s ability to continue to outperform the category in the long term. On that basis, we have awarded the fund a Gold rating.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Vanguard U.S. Eq Idx £ Acc977.69 GBP-0.38Rating

About Author

Caroline Gutman  is a passive fund analyst for Morningstar

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