Morningstar

Vanguard Morningstar Mid-Cap Index Fund Admiral Shares VIMAX

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Tracks Morningstar Index
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  • NAV / 1-Day Return $396.87  /  −0.37 %
  • Fund Size $216.4B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 1.39%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis VIMAX

Will VIMAX 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 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.

Cheap and broad exposure to mid-cap stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

The Vanguard Mid-Cap funds offer inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment.

by Brendan McCann
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 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

1.11 2B
Technology

Valero Energy Corp

1.10 2B
Energy

Marathon Petroleum Corp

1.10 2B
Energy

Phillips 66

1.01 2B
Energy

Quanta Services Inc

0.95 2B
Industrials

Vertiv Holdings Co Class A

0.92 2B
Industrials

Datadog Inc Class A

0.91 2B
Technology

Howmet Aerospace Inc

0.89 2B
Industrials

Robinhood Markets Inc Class A

0.88 2B
Financial Services

Lumentum Holdings Inc

0.86 2B
Technology

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