This equity fund has high potential for growth, but also high risk; share value may swing up and down more than that of stock funds that invest in developed countries, including the United States. This Vanguard fund is previously known as Vanguard MSCI Emerging Markets ETF.
VWO Fund Profile
- Fund Inception Date: 03/04/2005
- Ticker Symbol: VWO
- CUSIP: 922042858
- Rank in category (YTD): 20%
- Category: Diversified Emerging Markets
- Yield: 2.27%
- Capital Gains: -
- Expense Ratio: 0.14%
- Total Assets: $ 54.19 billion
- Annual Turnover Rate: 26%
Vanguard FTSE Emerging Markets ETF ReturnIn 2014, the year-to-date return is 3.18%. This emerging markets fund has returned 4.22% over the past 1 year, 9.13% over the past 3 years, and 4.61% over the past 5 years. Morningstar has ranked this ETF with 3 stars rating. The fund returns for the past 4 years is as follows:
- Year 2017: 12.94% (YTD)
- Year 2016: 12.21%
- Year 2015: -15.81%
- Year 2014: -0.07%
- Year 2013: -4.92%
- Year 2012: 19.20%
- Year 2011: -18.75%
- Year 2010: 19.46%
VWO Fund HoldingsThis fund has 962 stocks in its portfolio. The top 5 stocks are Taiwan Semiconductor Manufacturing Co. Ltd., Petroleo Brasileiro SA, Tencent Holdings Ltd., China Mobile Ltd., and Itau Unibanco Holding SA. Top 6 countries in its assets are China, Brazil, Taiwan, India, South Africa, and Mexico.
Investment RisksThe investment risks are stock market risk, country risk, emerging markets risk, currency risk, and other investment risks.
More: Best Vanguard Mutual Funds 2013
- This Vanguard FTSE Emerging Markets ETF has a low expense fee.
- This index fund is a great choice as one of your core investment funds.