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Vanguard Total Bond Market Idx Instl Sel VTBSX Fund Analysis

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

Morningstar’s Analysis VTBSX

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

  • People Pillar

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

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. Vanguard Total Bond Market Index’s advantage comes from its razor-thin fee and expansive portfolio of U.S. investment-grade bonds. The following text is from June 27, 2023.

by Lan Anh Tran
Rated on Published on

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