Vanguard Value Index’s broadly diversified portfolio, low turnover, and pronounced cost advantage make it one of the best large-value funds available. Its admiral, institutional, and exchange-traded shares earn a Morningstar Analyst Rating of Gold, while the pricier investor shares are rated Silver.
Morningstar’s Analysis VTV
Will VTV 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 VTV’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VTV 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 VTV’s parent organization’s priorities and whether they’re in line with investors’ interests.