Values-driven Investments

Want to align your personal values with your charitable investments? Then the Values-driven Investments could be right for you. You can choose from three socially responsible investment options. 

ESG U.S. Stock

ESG U.S. Stock allows donors to align charitable investments with personal values. Companies are screened for certain ESG criteria, and the fund specifically excludes stocks of companies in industries, such as alcohol, tobacco, weapons, adult entertainment, gambling and nuclear power, as well as companies that own fossil fuels reserves. The index fund also excludes stocks of companies that do not meet standards of U.N. global compact principles and companies that do not meet appropriate diversity criteria. Donors looking to grow their portfolios over time with equity investments may wish to utilize this option solely or as part of a diversified portfolio to achieve a range of giving goals.

Expense Ratio

Standard

0.12%

Select

0.12%

Risk/granting time horizon

Risk level 4

Returns

more-info-icon Last updated 09/30/2019

Qtr

1.88%

1 Yr

5 Yrs

10 Yrs

Underlying funds

Benchmark

FTSE U.S. All Cap Choice Index

Management

more-info-icon Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Seeks to track the performance of a benchmark index that measures the investment return of large-, mid-, and small-capitalization stocks of U.S. companies, while adhering to certain environmental, social, and corporate governance criteria.

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128

ESG International Stock

ESG International Stock allows donors to align charitable investments with personal values. Companies are screened for certain ESG criteria, and the fund specifically excludes stocks of companies in industries, such as alcohol, tobacco, weapons, adult entertainment, gambling and nuclear power, as well as companies that own fossil fuels reserves. The index fund also excludes stocks of companies that do not meet standards of U.N. global compact principles and companies that do not meet appropriate diversity criteria. Donors looking to grow their portfolios over time with equity investments may wish to utilize this option solely or as part of a diversified portfolio to achieve a range of giving goals.

Expense Ratio

Standard

0.15%

Select

0.15%

Risk/granting time horizon

Risk level 5

Returns

more-info-icon Last updated 09/30/2019

Qtr

-0.71%

1 Yr

5 Yrs

10 Yrs

Benchmark

FTSE Global All Cap ex U.S. Choice Index

Management

more-info-icon Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Seeks to track the performance of a benchmark index that measures the investment return of large-, mid-, and small-capitalization companies located in developed and emerging markets outside of the United States, while adhering to certain environmental, social, and corporate governance criteria.

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127

ESG Global Stock

ESG Global Stock, a proprietary blend of ESG U.S. Stock and ESG International Stock, provides a broad diversification of equities, including a global investment allocation, in a passively managed index fund that is professionally rebalanced daily to maintain target allocation. For donors with a higher risk threshold and long-term granting plans, this low-cost and professionally-rebalanced values-driven fund may be an option.

Expense Ratio

Standard

0.13%

Select

0.13%

Risk/granting time horizon

Risk level 4

Returns

more-info-icon Last updated 09/30/2019

Qtr

1.11%

1 Yr

5 Yrs

10 Yrs

Benchmark

70% FTSE U.S. All Cap Choice Index

30% FTSE Global All Cap ex U.S. Choice Index

Management

more-info-icon Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Provides exposure to U.S. and International stocks screened for certain environmental, social, and corporate governance criteria through a targeted, professionally rebalanced allocation of 70% U.S. and 30% International equity.

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125

Footnotes

  • Expense ratios are assessed by the Vanguard mutual funds/exchange-traded funds (ETFs) and vary based on allocation and account status; Vanguard Charitable does not itself charge investment fees. While they may be invested in mutual funds or ETFs, the investment options are not themselves mutual funds, nor are they publicly traded. They are not available for investment by any individual or organization apart from Vanguard Charitable. As such, prospectuses only exist for the underlying mutual funds, and not for the Vanguard Charitable investment options.
  • Standard account expense ratios utilize the Institutional share class of the underlying Vanguard mutual funds when possible. Select account expense ratios utilize the Institutional plus share class of the underlying Vanguard mutual funds where applicable.
  • Underlying funds for the Values-Driven Investment options are Vanguard exchange-traded funds. However, all Vanguard Charitable investment options are traded once daily and pricing is based on the NAV.
  • ESG U.S. Stock benchmark: FTSE U.S. All Cap Choice Index
  • ESG International Stock benchmark: FTSE Global All Cap ex U.S. Choice Index
  • ESG Global Stock Pool Benchmark: Weighted 70% FTSE U.S. All Cap Choice Index and 30% FTSE Global All Cap ex U.S. Choice Index.
  • The potential for risk in Vanguard funds can be categorized in levels from 1 to 5. Learn more in our FAQs.
  • Any Portfolio Builders option can be combined with other Portfolio Solutions, Portfolio Builders, and Values-Driven Investment options
 

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