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Morningstar

Vanguard International Value Inv VTRIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VTRIX

Will VTRIX 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 VTRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VTRIX 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 VTRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not a pure value fund.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Vanguard International Value provides exposure to three capable subadvisors in one low-cost offering, but the bulk of assets is controlled by Lazard, and its relative value approach has pulled the portfolio into blend waters. Investors should not expect a pure value fund here, but this remains a compelling offering no matter its location in the Morningstar Style Box.

by Jack Shannon
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