Morningstar

Vanguard Morningstar Small-Cap Growth Index Fund Institutional Shares VSGIX

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  • NAV / 1-Day Return $91.96  /  −2.52 %
  • Fund Size $42.9B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.42%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis VSGIX

Will VSGIX outperform in the 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 VSGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VSGIX

More VSGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slcmt1142

2.09 917M
Cash and Equivalents

Natera Inc

1.61 709M
Healthcare

Twilio Inc Class A

1.28 563M
Technology

Revolution Medicines Inc Ordinary Shares

1.19 523M
Healthcare

Illumina Inc

1.18 518M
Healthcare

Everpure Inc Class A

1.18 517M
Technology

Okta Inc Class A

1.00 438M
Technology

EMCOR Group Inc

0.95 417M
Industrials

Credo Technology Group Holding Ltd

0.94 413M
Technology

TechnipFMC PLC

0.76 334M
Energy

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