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Morningstar

Vanguard Small Cap Growth Index I VSGIX

Morningstar Analyst Rating
Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 63.76  /  1.30 %
  • Total Assets 13.8 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.50%
  • Turnover 29%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis VSGIX

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.

Excellent representation of the small-cap growth category.

Associate Analyst

Summary

| by Zachary Evens

Vanguard Small-Cap Growth Index provides a market-cap weighted portfolio of the fastest-growing companies in the small-cap market. Its broad diversification and razor-thin expense ratio make this one of the best small-cap growth funds available. Its institutional, admiral, and exchange-traded fund share classes earn a Morningstar Analyst Rating of Gold, while the pricier investor shares receive a Silver rating.

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