zotty wrote:You are right!
22% + 15% in real estate. Thank you!
http://portfolios.morningstar.com/fund/ ... ture=en-us
zotty wrote:Just for clarify the outcome of the OP, I was convinced that the high level of "financials" described on the Vanguard site is explainable. If you compare the sector percentages with sector percentages from morningstar, you'll see a big difference. It appears that vanguard lumps real estate stocks with financials. Small Value is 22% financials (as we normally think of them). 15% real estate. Vanguard Reports 39% financials, (22 + 15 + ?2?).
That is, I concluded that the Small Value fund did not constitute a "sector bet" as my original post implies.
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