Morningstar

Vanguard S&P Mid-Cap 400 Index I VSPMX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 417.98  /  −0.96 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.25%
  • Turnover 14%

USD | NAV as of Sep 25, 2024 | 1-Day Return as of Sep 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis VSPMX

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

  • People Pillar

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

A sound investment process and strong management team underpin Vanguard S&P Mid-Cap 400 Index I's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VSPMX

More VSPMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Illumina Inc

0.74 27.2 Mil
Healthcare

Carlisle Companies Inc

0.71 26.2 Mil
Industrials

Lennox International Inc

0.67 24.6 Mil
Industrials

EMCOR Group Inc

0.65 24.0 Mil
Industrials

Avantor Inc

0.62 22.8 Mil
Healthcare

Biomarin Pharmaceutical Inc

0.61 22.5 Mil
Healthcare

Williams-Sonoma Inc

0.61 22.4 Mil
Consumer Cyclical

Burlington Stores Inc

0.60 22.3 Mil
Consumer Cyclical

Reliance Inc

0.58 21.4 Mil
Basic Materials

Manhattan Associates Inc

0.57 21.2 Mil
Technology

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