Vanguard Small-Cap Growth Index Fund’s low fee and broad, market-cap-weighted portfolio make it a great choice for exposure to small-cap growth stocks. Under our new ratings framework, which places a greater focus on fees, the fund's cheapest share classes warrant an upgrade to a Morningstar Analyst Rating of Gold from Silver. Owing to its relatively higher fee, the Investor share class retains its Silver rating.
Vanguard Small Cap Growth Index I VSGIX
NAV / 1-Day Return
60.89
/
0.34
%
Total Assets
11.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.060%
Expense Ratio
0.060%
Fee Level
Low
Longest Manager Tenure
15.61
years
Category
US Fund Small Growth
Investment Style
Mid GrowthMin. Initial Investment
5,000,000
Status
Open
TTM Yield
0.50%
Turnover
18%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
This is one of the cheapest funds of its kind.
