Advertisement
Skip to Content
Morningstar

Vanguard Short-Term Investment-Grade I VFSIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.06  /  0.09 %
  • Total Assets 59.5 Bil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.06%
  • Effective Duration 2.64 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis VFSIX

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

People Pillar

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

Cost-effective exposure to short-term bonds.

Associate Director

Summary

| by Elizabeth Foos

Vanguard Short-Term Investment Grade has a well-structured process and benefits from ultralow fees, making it a sensible candidate for short-term bond exposure. The strategy’s cheaper Admiral and I share classes earn a Morningstar Analyst Rating of Bronze; its Investor share class is rated Neutral.

Unlock our full analysis with Morningstar Investor