Vanguard Sector Index Funds
The Vanguard Sector Index Funds all changed their benchmark indexes that went into play on February 26, 2010. These are the same indexes but the weight of the individual holdings of these funds has changed. The target is to still mirror and outperform these indexes for the benefit of investors. The funds effected and their new indexes are listed below.
The Vanguard Consumer Discretionary Index Fund (VCR) now follows the MSCI US Investable Market Consumer Discretionary 25/50 Index.
The Vanguard Consumer Staples Index Fund (VDC) now follows the MSCI US Investable Market Consumer Staples 25/50 Index.
The Vanguard Energy Index Fund (VDE) now follows the MSCI US Investable Market Energy 25/50 Index.
The Vanguard Financials Index Fund (VFH) now follows the MSCI US Investable Market Financials 25/50 Index.
The Vanguard Health Care Index Fund (VHCIX) now follows the MSCI US Investable Market Health Care 25/50 Index.
The Vanguard Industrials Index Fund (VIS) now follows the MSCI US Investable Market Industrials 25/50 Index.
The Vanguard Information Technology Index Fund (VGT) now follows the MSCI US Investable Market Information Technology 25/50 Index.
The Vanguard Materials Index Fund (VAW) now follows the MSCI US Investable Market Materials 25/50 Index.
The Vanguard Telecommunications Services Index Fund (VOX) now follows the MSCI US Investable Market Telecommunications Services 25/50 Index.
The Vanguard Utilities Index Fund (VPU) now follows the MSCI US Investable Market Utilities 25/50 Index.
All of these Vanguard funds are RIC compliant by being no more the 25% of the total assets in any one security issuer, and no more than 50% of the total assets in securities of that issuer that represent 5% of the overall makeup of the fund. This makes all of the Vanguard Sector Index Funds adhere to the tax code limitations set out by the IRS.
For more reference about investments from Vanguard on this site please view Vanguard FTSE All-World ex-US ETF.
For additional resources about ETF”s, please view Best S&P 500 ETF Funds which is one our sister site of ETFinvestingblog.com.
Even further resources about mutual funds and other investments from Fidelity on another sister site of ours is mutualfundexplorer.com please view Fidelity Destiny II Fund (FDETX).
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