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Morningstar

Vanguard S&P Mid-Cap 400 Growth Idx I VMFGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 361.27  /  2.25 %
  • Total Assets 761.5 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.12%
  • Turnover 44%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis VMFGX

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

People Pillar

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

Summary

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Vanguard S&P Mid-Cap 400 Growth Idx I’s parent firm and notable investment philosophy are the foundation for this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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