Morningstar

Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares VMFVX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $448.45  /  +0.61 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.030%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.78%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis VMFVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard S&P Mid-Cap 400 Value Idx I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VMFVX

More VMFVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TD Synnex Corp

1.27 17M
Technology

US Foods Holding Corp

1.23 17M
Consumer Defensive

Reliance Inc

1.22 16M
Basic Materials

Permian Resources Corp Class A

1.09 15M
Energy

WESCO International Inc

1.08 15M
Industrials

HF Sinclair Corp

1.03 14M
Energy

Reinsurance Group of America Inc

1.00 13M
Financial Services

Ovintiv Inc

0.99 13M
Energy

SharkNinja Inc

0.93 12M
Consumer Cyclical

Performance Food Group Co

0.89 12M
Consumer Defensive

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