Morningstar

Vanguard US Multifactor Admiral™ VFMFX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 42.14  /  +0.33 %
  • Total Assets 144.4 Mil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.180%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Value
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 1.41%
  • Turnover 50%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VFMFX

Will VFMFX 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 VFMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VFMFX 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 VFMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Vanguard US Multifactor Admiral ™'s Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VFMFX

More VFMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co

1.48 1.8 Mil
Financial Services

American International Group Inc

1.40 1.7 Mil
Financial Services

Alphabet Inc Class C

1.07 1.3 Mil
Communication Services

Aflac Inc

0.96 1.2 Mil
Financial Services

Mktliq 12/31/2049

0.95 1.2 Mil
Cash and Equivalents

The Hartford Financial Services Group Inc

0.93 1.2 Mil
Financial Services

Bank of New York Mellon Corp

0.93 1.2 Mil
Financial Services

Applied Materials Inc

0.90 1.1 Mil
Technology

Diamondback Energy Inc

0.88 1.1 Mil
Energy

Valero Energy Corp

0.86 1.1 Mil
Energy

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