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Vanguard S&P Mid-Cap 400 Value Idx I VMFVX

Quantitative rating as of
  • NAV / 1-Day Return 338.22  /  0.62 %
  • Total Assets 851.7 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Small Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.04%
  • Turnover 33%

Morningstar’s Analysis VMFVX

Will VMFVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Vanguard S&P Mid-Cap 400 Value 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 lowest fee quintile among peers.

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