Morningstar

Vanguard Extended Market Index Investor VEXMX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 137.91  /  +0.71 %
  • Total Assets 106.6 Bil
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Limited
  • TTM Yield 1.09%
  • Turnover 11%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VEXMX

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

  • People Pillar

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

A complement to the S&P 500.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Above Average People ratings. Vanguard Extended Market Index partners a broadly diversified portfolio of mid- and small-cap stocks with low turnover and a minuscule fee, which should provide it a durable edge over category peers. The following text is from Aug. 7, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VEXMX

More VEXMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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