Morningstar

Vanguard Mid Cap Index InstitutionalPlus VMCPX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 354.00  /  +0.56 %
  • Total Assets 171.8 Bil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.030%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100.0 Mil
  • Status Open
  • TTM Yield 1.51%
  • Turnover 13%

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

Morningstar’s Analysis VMCPX

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

  • People Pillar

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

Well-diversified and cheap.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. Vanguard Mid-Cap Index effectively combines a broadly diversified portfolio of US mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its mid-cap blend Morningstar Category peers. The following text is from July 28, 2023.

by Daniel Sotiroff
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VMCPX

More VMCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

1.01 1.7 Bil
Technology

Motorola Solutions Inc

0.92 1.6 Bil
Technology

TransDigm Group Inc

0.91 1.6 Bil
Industrials

Welltower Inc

0.90 1.5 Bil
Real Estate

Cintas Corp

0.87 1.5 Bil
Industrials

Arthur J. Gallagher & Co

0.80 1.4 Bil
Financial Services

Palantir Technologies Inc Ordinary Shares - Class A

0.79 1.4 Bil
Technology

Carrier Global Corp Ordinary Shares

0.78 1.3 Bil
Industrials

Constellation Energy Corp

0.77 1.3 Bil
Utilities

Newmont Corp

0.77 1.3 Bil
Basic Materials

Sponsor Center