Vanguard Sumer Discretionary Fund Quote
| VCDAX Fund | USD 176.03 6.71 3.96% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Consumer is trading at 176.03 as of the 24th of March 2025; that is 3.96 percent up since the beginning of the trading day. The fund's open price was 169.32. Vanguard Consumer has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the consumer discretionary sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest 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. More on Vanguard Sumer Discretionary
Moving together with VANGUARD Mutual Fund
Moving against VANGUARD Mutual Fund
VANGUARD Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Blend Funds, Consumer Cyclical Funds, Consumer Cyclical, Vanguard, Large Blend, Consumer Cyclical (View all Sectors) |
| Update Date | 31st of March 2025 |
Vanguard Sumer Discretionary [VCDAX] is traded in USA and was established 24th of March 2025. Vanguard Consumer is listed under Vanguard category by Fama And French industry classification. The fund is listed under Consumer Cyclical category and is part of Vanguard family. This fund at this time has accumulated 3.56 B in net assets with no minimum investment requirementsVanguard Sumer Discr is currently producing year-to-date (YTD) return of 1.67% with the current yeild of 0.01%, while the total return for the last 3 years was 3.8%.
Check Vanguard Consumer Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on VANGUARD Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding VANGUARD Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Sumer Discretionary Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Sumer Discretionary Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| DIS | Walt Disney | Stock | Communication Services | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| TGT | Target | Stock | Consumer Staples | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| NKE | Nike Inc | Stock | Consumer Discretionary |
Vanguard Sumer Discr Risk Profiles
| Mean Deviation | 1.1 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.14 | |||
| Risk Adjusted Performance | (0.16) |
Vanguard Consumer Against Markets
Other Information on Investing in VANGUARD Mutual Fund
Vanguard Consumer financial ratios help investors to determine whether VANGUARD Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in VANGUARD with respect to the benefits of owning Vanguard Consumer security.
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