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Morningstar

Vanguard Russell 2000 Growth Index I VRTGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 322.77  /  0.73 %
  • Total Assets 706.5 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.78%
  • Turnover 33%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:18 PM GMT+00:00

Morningstar’s Analysis VRTGX

Will VRTGX 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 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.

Summary

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Strength in Vanguard Russell 2000 Growth Index I’s Parent Pillar and People Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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