Be Kind & Rewind This ETF That Tracks U.S. Consumers

The VCR fund is a market cap weighted fund with $3 billion in assets, focusing on the US consumer discretionary sector. Retail and internet companies make up a significant portion of the fund, with Amazon as the largest holding. Despite trailing the S&P 500 recently, VCR has outperformed since its inception in 2004. It is a low-cost Vanguard fund, disclosing holdings monthly, and is rated positively by Bloomberg Intelligence.

What percentage of the VCR fund is made up of retail companies?

• 50%

• 30%

• 40%

• 25%

Which company is the largest holding in the VCR fund?

• Starbucks

• Nike

• Home Depot

• Amazon

Which of the following companies is NOT in the top 10 holdings of the VCR fund?

• Nike

• McDonald's

• Lowe's

• Apple

How does the VCR fund's performance compare to the S&P 500 over the past year?

• It has trailed the S&P 500

• It has outperformed the S&P 500

• It has not been compared to the S&P 500

• It has matched the S&P 500

What type of fund is VCR considered to be?

• Aggressive growth fund

• Plain vanilla fund

• High-risk fund

• Emerging markets fund