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Vanguard Global Minimum Volatility Inv VMVFX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 14.99  /  +0.20 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 2.97%
  • Turnover 45%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 12:11 AM GMT+0

Morningstar’s Analysis VMVFX

Will VMVFX outperform in future?

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

A well-designed low-volatility strategy.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Vanguard Global Minimum Volatility is a cheap and well-designed low-volatility fund that has delivered the downside protection it aims to offer. It should offer a more attractive risk/reward profile than the MSCI ACWI Index long-term, meriting a Morningstar Medalist Rating of Silver.

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Portfolio Holdings VMVFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slbbh1142

2.59 51.3 Mil
Cash and Equivalents

McDonald's Corp

1.64 32.5 Mil
Consumer Cyclical

Waste Management Inc

1.64 32.4 Mil
Industrials

Republic Services Inc

1.62 32.2 Mil
Industrials

Merck & Co Inc

1.62 32.0 Mil
Healthcare

Cencora Inc

1.61 32.0 Mil
Healthcare

International Business Machines Corp

1.61 31.8 Mil
Technology

Lockheed Martin Corp

1.59 31.5 Mil
Industrials

SoftBank Corp

1.57 31.1 Mil
Communication Services

Roper Technologies Inc

1.56 30.8 Mil
Technology