We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. Vanguard Mid-Cap Index effectively combines a broadly diversified portfolio of US mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its mid-cap blend Morningstar Category peers. The following text is from July 28, 2023.
Vanguard Mid Cap Index Investor VIMSX
- NAV / 1-Day Return 72.02 / +0.83 %
- Total Assets 171.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.170%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 3,000
- Status Limited
- TTM Yield 1.41%
- Turnover 13%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis VIMSX
Will VIMSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amphenol Corp Class A | 1.01 | 1.7 Bil | Technology |
Motorola Solutions Inc | 0.92 | 1.6 Bil | Technology |
TransDigm Group Inc | 0.91 | 1.6 Bil | Industrials |
Welltower Inc | 0.90 | 1.5 Bil | Real Estate |
Cintas Corp | 0.87 | 1.5 Bil | Industrials |
Arthur J. Gallagher & Co | 0.80 | 1.4 Bil | Financial Services |
Palantir Technologies Inc Ordinary Shares - Class A | 0.79 | 1.4 Bil | Technology |
Carrier Global Corp Ordinary Shares | 0.78 | 1.3 Bil | Industrials |
Constellation Energy Corp | 0.77 | 1.3 Bil | Utilities |
Newmont Corp | 0.77 | 1.3 Bil | Basic Materials |