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Vanguard Small Cap Index Inv NAESX

Analyst rating as of
NAV / 1-Day Return
104.01  /  1.61 %
Total Assets
47.6 Bil
Adj. Expense Ratio
0.170%
Expense Ratio
0.170%
Fee Level
Low
Longest Manager Tenure
5.61 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
3,000
Status
Limited
TTM Yield
1.07%
Turnover
22%
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Morningstar’s Analysis

Will NAESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An attractive option for small-cap exposure.

Associate Analyst

Summary

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Vanguard Small-Cap Index Fund offers a well-diversified, low-turnover portfolio that is representative of the U.S. small-cap market. Despite having a well-constructed portfolio, small-cap stocks are less widely followed, more volatile, less frequently traded, and more prone to mispricing than large-caps. These considerations limit the fund’s Morningstar Analyst Rating to Silver.

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