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Morningstar

Vanguard Mid Cap Index Institutional VMCIX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 60.29  /  0.42 %
  • Total Assets 55.7 Bil
  • Adj. Expense Ratio
    0.040%
  • Expense Ratio 0.040%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.59%
  • Turnover 12%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 11:25 PM GMT+0

Morningstar’s Analysis VMCIX

Will VMCIX 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 VMCIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Well-diversified and cheap.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Vanguard Mid-Cap Index effectively combines a broadly diversified portfolio of U.S. mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its mid-cap blend Morningstar Category peers.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings VMCIX

More VMCIX Holdings
  • Current Portfolio Date
  • Equity Holdings 338
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arthur J. Gallagher & Co

0.87
1,152,254,689
Financial Services

Amphenol Corp Class A

0.82
1,091,113,062
Technology

Arista Networks Inc

0.80
1,056,440,606
Technology

Motorola Solutions Inc

0.80
1,055,925,332
Technology

Cintas Corp

0.75
995,723,527
Industrials

TransDigm Group Inc

0.74
985,698,714
Industrials

Welltower Inc

0.74
984,739,266
Real Estate

PACCAR Inc

0.74
979,660,398
Industrials

Carrier Global Corp Ordinary Shares

0.68
906,441,012
Industrials

Hess Corp

0.68
906,106,823
Energy