Morningstar

Vanguard Russell 2000 Growth Index Fund Institutional Shares VRTGX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $482.73  /  −0.94 %
  • Fund Size $1.6B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.69%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis VRTGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard Russell 2000 Growth Index I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm 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 VRTGX

More VRTGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slbbh1142

1.95 33M
Cash and Equivalents

Twist Bioscience Corp

0.83 14M
Healthcare

Moog Inc Class A

0.71 12M
Industrials

JFrog Ltd Ordinary Shares

0.69 12M
Technology

10x Genomics Inc Ordinary Shares - Class A

0.69 12M
Healthcare

BrightSpring Health Services Inc

0.62 10M
Healthcare

Glaukos Corp

0.62 10M
Healthcare

Krystal Biotech Inc

0.57 9M
Healthcare

Protagonist Therapeutics Inc

0.56 9M
Healthcare

FirstCash Holdings Inc

0.56 9M
Financial Services

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