Morningstar

Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares VSPMX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $494.23  /  +1.13 %
  • Fund Size $5.7B
  • Adjusted Expense Ratio 0.030%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.27%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis VSPMX

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

  • People Pillar

    The People Pillar is our evaluation of the VSPMX 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 VSPMX’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 Mid-Cap 400 Index I 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 VSPMX

More VSPMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

1.32 75M
Technology

Okta Inc Class A

1.02 58M
Technology

TechnipFMC PLC

0.78 45M
Energy

nVent Electric PLC

0.76 43M
Industrials

ATI Inc

0.76 43M
Industrials

Entegris Inc

0.69 39M
Technology

United Therapeutics Corp

0.68 39M
Healthcare

XPO Inc

0.60 34M
Industrials

Tenet Healthcare Corp

0.60 34M
Healthcare

TD Synnex Corp

0.60 34M
Technology

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