Vanguard calvert social index fund

<p>Vanguard on Monday officially opened the Vanguard Calvert Social Index Fund.</p>

Vanguard Calvert Social Index Launches with a Thud Big tech exposure weighed on returns in 2000.

The fund is expected to transition to the FTSE4Good U.S. Select Index by year-end, according to a statement from Vanguard.

Socially responsible mutual funds counted by the 2014 Calvert Social Index A, X, X, X, R, R, P, P, P, P, P, P, V. All investing is subject to risk, including the possible loss of the money. Originally launched in August 2000 to track the Calvert Social Index, the fund adopted the current FTSE index as of December 1, 2005. The fund seeks to track.

Symbol: VFTSX. Expense ratio: 0.22%. One- year return: 18.3%. Three-year. Calvert Research and Management, which got started in SRI in 197 with a portfolio The big winner among SRI index funds was Vanguard FTSE Social Index. Next: Vanguard FTSE Social Index Fund Admiral Shares (ticker:. Performance charts for Vanguard FTSE Social Index Fund (VFTSX) including intraday, historical and comparison charts, technical analysis and trend lines.

FTSE continues to build its presence in the American indexing industry.

Two are actively managed bond funds, including TIAA-CREF Social Choice. But the real pain for long-term investors in FTSE Social Index came in the two. Index fund and the Calvert Social Index A fund, and two mutual funds with special. The offering is tied to the new Calvert Social index created by the Calvert Group, a social-investing expert based in. The board believes that the new index employs screening criteria comparable to those employed by the current index provider. Vanguard Social Index Fund Summary Assessment: High Conviction Advised by the Vanguard Group, Inc., this index tracking fund offers an effective US equity-focused sustainable strategy that combines an exclusionary approach along with the integration of environmental, social and governance (ESG) factors. The Index is composed of large- and mid-cap stocks that have been screened for certain social and environmental criteria by the Index sponsor.

Vanguard FTSE Social Index, which charges 0.29%, claims that title.

Vanguard FTSE Social Index Fund seeks to track the performance of abenchmark index that measures the investment return of large- and mid-capitalization stocks. Monday through Friday 8 a.m. to 8 p.m., Eastern time. The performance data shown represent past performance, which is not a guarantee of future results. Calvert funds can be purchased through financial advisors or via online brokers. While each brokerage firm is different, many include selections from diversified families of responsibly invested mutual funds, encompassing active and passively managed equity, income, alternative and multi-asset strategies. The two funds should be. Vanguard FTSE Social Index Fund tracks the performance of a benchmark index that measures the investment return of large and mid capitalization stocks.

The Fund is designed to track the performance. BOSTON (MarketWatch) -- Vanguard Group said Wednesday that the board of trustees for Vanguard Calvert Social Index fund vcsix has approved the adoption of a new tracking index. FTSE 4 Vanguard. Benchmark Spliced Social Index Total returns Periods ended December 31, 2019 Total returns Quarter Year to date Since inception Fund 10.53% 23.59% 23.59% Benchmark 10.59% 34.08% —. However, in December 2005 Vanguard changed the socially screened index it sought to replicate from the Calvert Social index to. The information on this Web page is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not .