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Morningstar

Vanguard Mid-Cap Value Index Investor VMVIX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 58.67  /  −1.54 %
  • Total Assets 29.2 Bil
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 3,000
  • Status Limited
  • TTM Yield 2.03%
  • Turnover 22%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:18 PM GMT+0

Morningstar’s Analysis VMVIX

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

  • People Pillar

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

A stable mid-cap value index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mid-Cap Value Index provides a market-cap-weighted portfolio of mid-cap value stocks. Its broad diversification and razor-thin expense ratio make it a compelling option.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VMVIX

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