Vanguard Morningstar Small-Cap Growth Index Fund Institutional Shares VSGIX

Morningstar Medalist Rating
Tracks Morningstar Index
  • NAV / 1-Day Return$93.54  /  +3.71%
  • Fund Size$42.1B
  • Adjusted Expense Ratio0.050%
  • Net Expense Ratio0.060%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield0.43%
  • Turnover Ratio24%

Morningstar’s Analysis VSGIX

Will VSGIX outperform in the future?

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

An outstanding small-cap growth index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Small-Cap Growth Index’s broad diversification and razor-thin expense ratio make it one of the best small-cap growth funds available.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VSGIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slcmt1142

2.09917M
Cash and Equivalents

Natera Inc

1.61709M
Healthcare

Twilio Inc Class A

1.28563M
Technology

Revolution Medicines Inc Ordinary Shares

1.19523M
Healthcare

Illumina Inc

1.18518M
Healthcare

Everpure Inc Class A

1.18517M
Technology

Okta Inc Class A

1.00438M
Technology

EMCOR Group Inc

0.95417M
Industrials

Credo Technology Group Holding Ltd

0.94413M
Technology

TechnipFMC PLC

0.76334M
Energy

Sponsor Center