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Vanguard Russell 2000 Value Index I VRTVX

Quantitative rating as of
  • NAV / 1-Day Return 259.34  /  0.47 %
  • Total Assets 884.3 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.15%
  • Turnover 28%

Morningstar’s Analysis VRTVX

Will VRTVX outperform in future?

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

Summary

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

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