Vanguard Small Cap Value Index offers low-cost, market-cap-weighted exposure to small-value stocks. It effectively curbs turnover and diversifies risk. Its exchange-traded fund, Admiral, and Institutional shares earn a Morningstar Analyst Rating of Gold, while higher fees limit the Investor share class to Silver.
Vanguard Small-Cap Value ETF VBR
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VBR 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 VBR’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VBR 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 VBR’s parent organization’s priorities and whether they’re in line with investors’ interests.
One of the best small-value funds available.
