Vanguard Total Bond Market II Index is a great core bond holding. Under our enhanced ratings framework, which places a greater emphasis on fees, the Morningstar Analyst Rating for the strategy’s cheapest share classes has been upgraded to Gold from Silver. The strategy’s more expensive Investor share class is rated Bronze.
Will VTBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTBIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VTBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VTBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.