Morningstar

Vanguard U.S. Multifactor Fund Admiral™ Shares VFMFX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $55.78  /  −0.04 %
  • Fund Size $344.8M
  • Adjusted Expense Ratio 0.180%
  • Net Expense Ratio 0.180%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 1.52%
  • Turnover Ratio 87%
NAV and 1-Day Return as of

Morningstar’s Analysis VFMFX

Will VFMFX outperform in the 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 VFMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard US Multifactor Admiral™ holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VFMFX

More VFMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

1.47 4M
Technology

Lam Research Corp

1.07 3M
Technology

Bank of New York Mellon Corp

0.91 3M
Financial Services

The Travelers Companies Inc

0.89 3M
Financial Services

Newmont Corp

0.85 3M
Basic Materials

CVS Health Corp

0.84 3M
Healthcare

Cisco Systems Inc

0.83 2M
Technology

EOG Resources Inc

0.81 2M
Energy

Bristol-Myers Squibb Co

0.78 2M
Healthcare

Amgen Inc

0.75 2M
Healthcare

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