Vanguard S&P Mid-Cap 400 sweeps in stocks that are representative of the investment opportunity set in the U.S. mid-cap space. It leverages the market’s collective wisdom to size positions via market-cap weighting to deliver a diversified and low-turnover portfolio. Its competitive fee gives it a durable edge over category peers. These factors earn all of the fund’s share classes a Morningstar Analyst Rating of Gold.
Vanguard S&P Mid-Cap 400 Index I VSPMX
NAV / 1-Day Return
378.18
/
0.46
%
Total Assets
1.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.080%
Expense Ratio
0.080%
Fee Level
Low
Longest Manager Tenure
5.87
years
Category
Mid-Cap Blend
Investment Style
Small BlendMin. Initial Investment
5,000,000
Status
Open
TTM Yield
1.25%
Turnover
17%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VSPMX outperform in 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.
Well-constructed portfolio for mid-cap exposure.
