Morningstar

Vanguard Morningstar Small-Cap Index Fund Admiral Shares VSMAX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $137.97  /  +1.46 %
  • Fund Size $175.8B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 1.27%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis VSMAX

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

  • People Pillar

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

Best in its class.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Small Cap Index offers a well-diversified, low-turnover portfolio that is representative of the US small-cap market. These features, coupled with a best-in-class fee, make it one of the most compelling strategies in the small-blend Morningstar Category.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VSMAX

More VSMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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