Vanguard Global Minimum Volatility is a cheap and well-designed low-volatility fund that has delivered the downside protection it aims to offer. It should offer a more attractive risk/reward profile than the MSCI ACWI Index long-term, meriting a Morningstar Medalist Rating of Silver.
Vanguard Global Minimum Volatility Admr VMNVX
- NAV / 1-Day Return 30.62 / +0.07 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.140%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 2.88%
- Turnover 45%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0
Morningstar’s Analysis VMNVX
Will VMNVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Slbbh1142 | 2.59 | 51.3 Mil | Cash and Equivalents |
McDonald's Corp | 1.64 | 32.5 Mil | Consumer Cyclical |
Waste Management Inc | 1.64 | 32.4 Mil | Industrials |
Republic Services Inc | 1.62 | 32.2 Mil | Industrials |
Merck & Co Inc | 1.62 | 32.0 Mil | Healthcare |
Cencora Inc | 1.61 | 32.0 Mil | Healthcare |
International Business Machines Corp | 1.61 | 31.8 Mil | Technology |
Lockheed Martin Corp | 1.59 | 31.5 Mil | Industrials |
SoftBank Corp | 1.57 | 31.1 Mil | Communication Services |
Roper Technologies Inc | 1.56 | 30.8 Mil | Technology |