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Vanguard S&P Mid-Cap 400 Index I VSPMX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 344.27  /  0.39 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.45%
  • Turnover 14%

Morningstar’s Analysis VSPMX

Will VSPMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin Vanguard S&P Mid-Cap 400 Index I's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings VSPMX

  • Current Portfolio Date
  • Equity Holdings 402
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.75
20,971,784
Technology
0.73
20,359,746
Consumer Cyclical
0.70
19,437,176
Basic Materials
0.64
17,705,472
Industrials
0.59
16,550,406
Industrials
0.59
16,394,844
Industrials

Equity Lifestyle Properties Inc

0.57
15,993,085
Real Estate
0.57
15,893,616
Energy
0.56
15,689,261
Technology

Gaming and Leisure Properties Inc

0.56
15,555,153
Real Estate