Vanguard Mid-Cap Value offers an accurate snapshot of the opportunity set in mid-cap value stocks. Its broad, market-cap-weighted portfolio diversifies risk and curbs turnover. A paper-thin expense ratio gives it a distinct cost advantage over peers. Its Admiral and exchange-traded share classes earn a Morningstar Analyst Rating of Gold, while slightly higher fees hold the Investor share class to Silver.
Will VMVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMVAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VMVAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VMVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.