VIEIX – Fund Analysis – Vanguard Extended Market Index Instl | Morningstar

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Will VIEIX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VIEIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A complement to the S&P 500.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Above Average People ratings. Vanguard Extended Market Index partners a broadly diversified portfolio of mid- and small-cap stocks with low turnover and a minuscule fee, which should provide it a durable edge over category peers. The following text is from Aug. 7, 2023.

by Zachary Evens

Rated on Jul 30, 2024 Published on Jul 30, 2024

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