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Morningstar

Vanguard S&P Mid-Cap 400 Index I VSPMX

Morningstar Medalist Rating
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%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:26 PM GMT+0

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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VSPMX

More VSPMX Holdings
  • 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

Jabil Inc

0.75
20,971,784
Technology

Deckers Outdoor Corp

0.73
20,359,746
Consumer Cyclical

Reliance Steel & Aluminum Co

0.70
19,437,176
Basic Materials

Builders FirstSource Inc

0.64
17,705,472
Industrials

Carlisle Companies Inc

0.59
16,550,406
Industrials

Graco Inc

0.59
16,394,844
Industrials

Equity Lifestyle Properties Inc

0.57
15,993,085
Real Estate

Ovintiv Inc

0.57
15,893,616
Energy

Manhattan Associates Inc

0.56
15,689,261
Technology

Gaming and Leisure Properties Inc

0.56
15,555,153
Real Estate