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Morningstar

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

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis VMFVX

Will VMFVX 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 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.

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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