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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 432.35  /  −1.49 %
  • 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 Small Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.07%
  • Turnover 48%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 11:05 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.

Increased confidence in Vanguard S&P Mid-Cap 400 Growth Idx I's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Gold from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings VMFGX

More VMFGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.4
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