Vanguard Small Cap Growth Index is a cheap, well-constructed index fund. 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.
Vanguard Small Cap Growth Index I VSGIX
NAV / 1-Day Return
58.20
/
3.50
%
Total Assets
12.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.060%
Expense Ratio
0.060%
Fee Level
Low
Longest Manager Tenure
17.48
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
5,000,000
Status
Open
TTM Yield
0.39%
Turnover
29%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VSGIX 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 VSGIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VSGIX 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 VSGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An excellent small-growth option.
