VCSAX finds itself in the Vanguard Group family, based out of Malvern, PA. Vanguard Consumer Staples Index Admiral made its debut in January of 2004, and since then, VCSAX has accumulated about $662.48 million in assets, per the most up-to-date date available. Risk is Above Average compared to funds in the same category according to Morningstar. Visit performance for information about the performance numbers displayed above. The investment seeks to track the performance of a benchmark index. Practice management news, reports, video and more. When looking at a fund's performance, it is also important to note the standard deviation of the returns. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Investors should not forget about beta, an important way to measure a mutual fund's risk compared to the market as a whole. As competition heats up in the mutual fund market, costs become increasingly important. California Do Not Sell My Personal Information Request. Advice, rankings and one great story every day. Mutual Funds Stocks ETFs ... Vanguard Consumer Staples ETF ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s … The best retirement funds offer investors both income and growth for a secure tomorrow. Inception Date. VCSAX's standard deviation over the past three years is 11.13% compared to the category average of 11.21%. Domiciled Country. ZacksTrade and Zacks.com are separate companies. Fund Family Name. Compare VCSAX to Popular Consumer Staples Sector Equity Funds and ETFs. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Delayed quotes by Sungard. Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Quotes delayed at least 15 minutes. Enhance retirement outcomes with helpful tactics. Higher turnover means higher trading fees. Emerging markets have the potential for long-term gains for investors. Industry average mutual fund expense ratio: 0.67%. VCSAX is actually cheaper than its peers when you consider factors like cost. Zacks Ranks stocks can, and often do, change throughout the month. Research information including trailing returns and hypothetical growth for Vanguard Consumer Staples Fund. 2020 outlooks for fixed income and where advisors can turn for yield. These returns cover a period from January 1, 1988 through October 5, 2020. Contact U.S. News Best Funds. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 6.28%, which places it in the bottom third during this time-frame. This includes personalizing content and advertising. Currency. The fund is non-diversified. Mutual Fund Report for VCSAX. If investors are looking at the Large Cap Blend fund category, Vanguard Consumer Staples Index Admiral (VCSAX Quick QuoteVCSAX - Free Report) could be a potential option. This makes the fund less volatile than its peers over the past half-decade. Privacy Policy | No cost, no obligation to buy anything ever. Large Cap Blend mutual funds most often invest in firms with a market capitalization of $10 billion or more. VCSAX has a 5-year beta of 0.63, which means it is likely to be less volatile than the market average. Vanguard. Fund data provided by Xignite and Morningstar. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Vanguard Consumer Staples Fund. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. VCSAX is part of the Large Cap Blend section, an area that boasts an array of many possible options. If investors are looking at the Large Cap Blend fund category, Vanguard Consumer Staples Index Admiral (VCSAX - Free Report) could be a potential … VCSAX holds a Zacks Mutual Fund Rank of 2 (Buy), which is based on nine forecasting factors like size, cost, and past performance. Sources: Vanguard and Morningstar, Inc., as of December 31, 2017. Learn from industry thought leaders and expert market participants. Check your email and confirm your subscription to complete your personalized experience. Inst. Portfolio management news, reports, video and more. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. From Oppenheimer to BulletShares, Invesco offers a big lineup of mutual funds and ETFs. This fund requires a minimum initial investment of $100,000, and each subsequent investment should be at least $1. Learn more about how to better serve divorced clients and their financial needs. Vanguard Consumer Staples Fund has an expense ratio of 0.10 percent. See Disclaimer. If you do not, click Cancel. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Shares Outstanding. Discover the best free resources on Zacks.com. A recent pick, Maxar, skyrocketed +178.7% in 3 months. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. Municipal bonds news, reports, video and more. Experts share their insights on how 2020 will shape the financial advice industry. If you wish to go to ZacksTrade, click OK. Consider going to www.zacks.com/funds/mutual-funds for additional information about this fund, and all the others that we rank as well for additional information. The standard deviation of the fund over the past 5 years is 10.77% compared to the category average of 11.63%. Privacy Policy. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. To learn more, click here. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index/Consumer Staples 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the consumer staples sector, as classified under the Global Industry Classification Standard. The Smartest Way to Buy Blockchain Stocks, Handicapping the Improving Earnings Picture, Equilibrium Descends on Mixed Market Indexes, Biggest ETF Winners from Coronavirus Vaccine News. This means that the fund could possibly be a better choice than its peers during a down market environment. This could just be the start of your research on VCSAXin the Large Cap Blend category. Please help us personalize your experience and select the one that best describes you. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.41% per year. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. Each of the company logos represented herein are trademarks of Verizon Media; Microsoft Corporation; Nasdaq, Inc.; Dow Jones & Company; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. U.S. News evaluated 12 Consumer Defensive Funds. Record-low yields mean financial advisors must look beyond traditional investments to mitigate risk. Consumer Staples Select Sector SPDR® Fund, Fidelity® Select Consumer Staples Portfolio, Fidelity® MSCI Consumer Staples Index ETF, 25 Tips Every Mutual Fund Investor Should Know, 7 Questions to Ask When Buying a Mutual Fund. Join other Individual Investors receiving FREE personalized market updates and research. This means that managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. These bond funds come with higher yields, but they also bring investors more risk. NASDAQ data is at least 15 minutes delayed. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Smart saving, stock, bond and real estate picks can squeeze extra returns from your investments. Blended funds mix large, established companies into their holdings, which gives investors exposure to both value and growth at the same time. Here's how one portfolio manager is approaching the market. In terms of fees, VCSAX is a no load fund. Vanguard Consumer Staples Index Adm (VCSAX) - free report >>. Chasing value without considering quality can lead to value traps. Industry averages exclude Vanguard. Deepen your understanding of Responsible Investing. Copyright 2020 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. VCSAX lost 27.95% in the most recent bear market and outperformed its peer group by 21.42%. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. In some situations, customized portfolios are still a preferred choice. 16, 2020. See Vanguard Consumer Staples Fund (VCSAX) mutual fund ratings from all the top fund analysts in one place. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Paulina Likos and Ellen ChangOct. Mutual Funds Stocks ETFs ... Vanguard Consumer Staples Index Admiral VCSAX ... 2020. We use cookies to understand how you use our site and to improve your experience.