Vanguard Small Cap Value Index is one of the best small-value funds available. Market-cap weighting, comprehensive turnover buffers, and a low fee should help it carve a durable long-term edge. Its exchange-traded, Admiral, and Institutional shares earn a Morningstar Analyst Rating of Gold, while higher fees limit the Investor share class to Silver.
Will VBR 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 VBR’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VBR 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 VBR’s parent organization’s priorities and whether they’re in line with investors’ interests.