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Vanguard Small Cap Value Index I VSIIX

Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 41.94  /  1.13 %
  • Total Assets 26.6 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • 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 1.87%
  • Turnover 16%

Morningstar’s Analysis VSIIX

Will VSIIX outperform in future?

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

An excellent small-value fund.

Summary

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Vanguard Small Cap Value Index is one of the best small-value funds available. 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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