Vanguard Small-Cap Growth Index is one of the cheapest small-growth funds available. It accurately represents the small-growth opportunity set, effectively diversifies risk, and limits turnover. These considerations net its Admiral, Institutional, and exchange-traded fund share classes a Morningstar Analyst Rating of Gold, while the pricier Investor shares are rated Silver.
Will VBK outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBK’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VBK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VBK’s parent organization’s priorities and whether they’re in line with investors’ interests.