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Morningstar

Vanguard S&P Mid-Cap 400 Index I VSPMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 352.07  /  0.37 %
  • Total Assets 1.5 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 1.59%
  • Turnover 11%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis VSPMX

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.

Summary

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Vanguard S&P Mid-Cap 400 Index I’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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