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Vanguard Small Cap Index Adm VSMAX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 102.64  /  0.91 %
  • Total Assets 130.4 Bil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.60%
  • Turnover 14%

Morningstar’s Analysis VSMAX

Will VSMAX outperform in future?

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

Best in class.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

The Vanguard Small-Cap Index offers a well-diversified, low-turnover portfolio that is representative of the U.S. small-cap market. These features coupled with a best-in-class fee earn the cheapest share classes a Morningstar Medalist Rating upgrade to Gold from Silver. The more expensive investor share class retains its Silver rating.

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Portfolio Holdings VSMAX

  • Current Portfolio Date
  • Equity Holdings 1422
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 3.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slcmt1142

1.17
1,550,454,906
Cash and Equivalents
0.48
638,419,434
Technology
0.41
547,239,771
Industrials
0.40
522,615,934
Technology
0.38
495,257,140
Consumer Cyclical
0.37
493,829,225
Industrials
0.37
483,770,056
Energy
0.35
468,701,176
Industrials
0.34
452,766,921
Industrials
0.34
451,330,066
Technology