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Morningstar

Vanguard Small Cap Index Inv NAESX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis NAESX

Will NAESX 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 NAESX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NAESX 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 NAESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Best in its class.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Small Cap Index offers a well-diversified, low-turnover portfolio that is representative of the US small-cap market. These features coupled with a best-in-class fee make it one of the most compelling strategies in the small-blend Morningstar Category.

by Zachary Evens
Rated on Published on

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