Vanguard S&P Small-Cap 600 Index provides broadly-diversified, low-turnover exposure to U.S. small-caps. The fund boasts a well-built portfolio that is representative of the investment opportunity set available to its Morningstar Category peers, leverages the market’s collective wisdom to size positions, and keeps close tabs on turnover. In conjunction with razor thin fees, these considerations earn all of its share classes a Morningstar Analyst Rating of Silver.
Will VSMSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of VSMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.