Morningstar

Vanguard Russell 1000 Value Index Fund Institutional Shares VRVIX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $434.29  /  +0.64 %
  • Fund Size $23.3B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.61%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis VRVIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard Russell 1000 Value Index I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings VRVIX

More VRVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Amazon.com Inc

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Consumer Cyclical

Apple Inc

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Technology

Microsoft Corp

5.00 1B
Technology

JPMorgan Chase & Co

2.53 604M
Financial Services

Berkshire Hathaway Inc Class B

2.49 596M
Financial Services

ExxonMobil Holdings Corp

1.78 425M
Energy

Johnson & Johnson

1.70 407M
Healthcare

Cisco Systems Inc

1.16 277M
Technology

Walmart Inc

1.12 267M
Consumer Defensive

AbbVie Inc

1.11 265M
Healthcare

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