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Vanguard Extended Market Index InstlPlus VEMPX

Analyst rating as of
NAV / 1-Day Return
290.36  /  0.07 %
Total Assets
15.0 Bil
Adj. Expense Ratio
0.040%
Expense Ratio
0.040%
Fee Level
Low
Longest Manager Tenure
24.63 years
Category
Mid-Cap Growth
Investment Style
Small Blend
Min. Initial Investment
100,000,000
Status
Open
TTM Yield
1.00%
Turnover
19%

Morningstar’s Fund Analysis VEMPX

Will VEMPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A perfect complement to round out the S&P 500.

Associate Analyst

Summary

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Despite Vanguard Extended Market Fund’s persistent growth tilt, we recognize its utility for investors as a portfolio building block alongside a S&P 500-tracking fund. The fund’s broadly diversified, low-turnover, and low-fee portfolio deliver on this objective, warranting a Process upgrade to Above Average from Average. Consequently, all of its share classes earn Morningstar Analyst Rating upgrades to Gold from Bronze, except for the higher fee Investor share class, which receives a Silver rating.

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