The Vanguard Small-Cap strategy offers a well-diversified, low-turnover portfolio that is representative of the U.S. small-cap market. Despite having a well-constructed portfolio, small-cap stocks are less widely followed, more volatile, less frequently traded, and more prone to mispricing than large caps. All of the fund’s share classes earn Morningstar Analyst Ratings of Silver.
- NAV / 1-Day Return 91.62 / 3.14 %
- Total Assets 42.8 Bil
-
Adj. Expense Ratio
0.040%
- Expense Ratio 0.040%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 5,000,000
- Status Open
- TTM Yield 1.65%
- Turnover 14%
Morningstar’s Analysis VSCIX
Will VSCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 1458
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 3.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Slcmt1142
1.41
1,660,193,917
Cash and Equivalents
Mktliq 12/31/2049
0.71
828,337,444
Cash and Equivalents
0.32
369,945,885
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