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Morningstar

Vanguard S&P Mid-Cap 400 Growth Idx I VMFGX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 446.77  /  +0.84 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.12%
  • Turnover 48%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VMFGX

Will VMFGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMFGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VMFGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VMFGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Vanguard S&P Mid-Cap 400 Growth Idx I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VMFGX

More VMFGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.89 21.9 Mil
Utilities

Carlisle Companies Inc

1.40 16.2 Mil
Industrials

Williams-Sonoma Inc

1.36 15.8 Mil
Consumer Cyclical

GoDaddy Inc Class A

1.28 14.8 Mil
Technology

EMCOR Group Inc

1.25 14.5 Mil
Industrials

Reliance Inc

1.21 14.1 Mil
Basic Materials

Pure Storage Inc Class A

1.11 12.9 Mil
Technology

Owens-Corning Inc

1.11 12.9 Mil
Industrials

Lennox International Inc

1.10 12.8 Mil
Industrials

Watsco Inc Class A

1.04 12.1 Mil
Industrials