Vanguard S&P Mid-Cap 400 sweeps in stocks that are representative of the investment opportunity set in the U.S. mid-cap space. It leverages the market’s collective wisdom to size positions via market-cap weighting to deliver a diversified and low-turnover portfolio. Its competitive fee gives it a durable edge over category peers. These factors earn all of the fund’s share classes a Morningstar Analyst Rating of Gold.
Will IVOO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVOO’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IVOO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IVOO’s parent organization’s priorities and whether they’re in line with investors’ interests.