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Morningstar

Vanguard Small Cap Growth Index I VSGIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 62.59  /  0.90 %
  • Total Assets 13.3 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • 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 0.56%
  • Turnover 29%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis VSGIX

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

People Pillar

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

An excellent small-growth option.

Analyst

Summary

| by Ryan Jackson

Vanguard Small Cap Growth Index is a cheap, well-constructed index fund. Market-cap weighting, comprehensive turnover buffers, and a low fee should help it carve a durable long-term edge. Its exchange-traded, Admiral, and Institutional shares earn a Morningstar Analyst Rating of Gold, while higher fees limit the Investor share class to Silver.

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