Morningstar

Vanguard S&P Small-Cap 600 Index Fund Institutional Shares VSMSX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $508.98  /  −0.92 %
  • Fund Size $6.1B
  • Adjusted Expense Ratio 0.030%
  • 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 $5M
  • Investment Status Open
  • TTM Yield 1.22%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis VSMSX

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

  • People Pillar

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

Controls risk in the US small-cap market.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard S&P Small-Cap 600 Index’s low fee, broad diversification, and profitability bias make it hard to beat.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VSMSX

More VSMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FormFactor Inc

0.68 41M
Technology

Viasat Inc

0.56 34M
Technology

Glaukos Corp

0.56 34M
Healthcare

Qorvo Inc

0.54 33M
Technology

Match Group Inc Ordinary Shares - New

0.53 33M
Communication Services

Protagonist Therapeutics Inc

0.53 32M
Healthcare

Paycom Software Inc

0.49 30M
Technology

Element Solutions Inc

0.48 29M
Basic Materials

Ryman Hospitality Properties Inc

0.47 29M
Real Estate

Jackson Financial Inc

0.47 29M
Financial Services

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