Vanguard Total Stock Market Index fund aims to replicate the composition of the US equity market, providing a broadly diversified and low-turnover portfolio for a cheap fee. All of its share classes earn Morningstar Analyst Ratings of Gold except for the Investor class, which receives a Silver rating due its higher fee.
Vanguard Total Stock Mkt Idx Inv VTSMX
NAV / 1-Day Return
101.95
/
2.32
%
Total Assets
237.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.140%
Expense Ratio
0.140%
Fee Level
Low
Longest Manager Tenure
26.37
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
3,000
Status
Limited
TTM Yield
1.21%
Turnover
8%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VTSMX 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 VTSMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VTSMX 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 VTSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
One of the best funds for broad market exposure.
