Morningstar

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

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $463.42  /  −0.62 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.030%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.78%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis VSMVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard S&P Small-Cap 600 Val Idx Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VSMVX

More VSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Match Group Inc Ordinary Shares - New

1.03 19M
Communication Services

Paycom Software Inc

0.93 17M
Technology

Jackson Financial Inc

0.90 17M
Financial Services

SM Energy Co

0.89 17M
Energy

CarMax Inc

0.87 16M
Consumer Cyclical

Eastman Chemical Co

0.83 15M
Basic Materials

Victoria's Secret & Co

0.78 14M
Consumer Cyclical

Lincoln National Corp

0.77 14M
Financial Services

Matson Inc

0.73 13M
Industrials

Conagra Brands Inc

0.72 13M
Consumer Defensive

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