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Morningstar

Vanguard Mid Cap Index Admiral VIMAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 308.36  /  +1.18 %
  • Total Assets 161.5 Bil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.59%
  • Turnover 13%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VIMAX

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

  • People Pillar

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

Well-diversified and cheap.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. Vanguard Mid-Cap Index effectively combines a broadly diversified portfolio of US mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its mid-cap blend Morningstar Category peers. The following text is from July 28, 2023.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings VIMAX

More VIMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

1.07 1.7 Bil
Technology

TransDigm Group Inc

0.90 1.5 Bil
Industrials

Motorola Solutions Inc

0.85 1.4 Bil
Technology

Constellation Energy Corp

0.83 1.4 Bil
Utilities

Welltower Inc

0.82 1.3 Bil
Real Estate

Cintas Corp

0.80 1.3 Bil
Industrials

Arthur J. Gallagher & Co

0.75 1.2 Bil
Financial Services

Carrier Global Corp Ordinary Shares

0.71 1.2 Bil
Industrials

PACCAR Inc

0.71 1.2 Bil
Industrials

Palantir Technologies Inc Ordinary Shares - Class A

0.67 1.1 Bil
Technology