Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | VSMAX Insights | VSMAX Score | VSMAX Performance | VSMAX News | VSMAX Allocation | VSMAX Holdings Change
Fund Intelligence | Best Managers | VSMAX Insights | VSMAX Score | VSMAX Performance | VSMAX News | VSMAX Allocation | VSMAX Holdings Change
Vanguard Small Cap Index Adm (VSMAX) Fund Ranking and Research
Ranking, Research and Recommendation of Vanguard Small Cap Index Adm (VSMAX) Fund
-
Last Trade: $ on , Change: (0%)
Fund Manager - Gerard C. O’Reilly
Fund Manager Information
Fund Manager Tenure: 2.8 yearsFund Family: Vanguard
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58) (What does this score mean?)
Honorable Mentioning: US News (2011),
Vanguard Small Cap Index Adm Fund (VSMAX) Profile
Fund Profile and Description
Vanguard Small Cap Index Adm Fund seeks to track the performance of a benchmark index that measures the investment return of small capitalization stocks. Vanguard Small Cap Index Adm Fund employs a passive management investment approach designed to track the performance of the MSCI US Small Cap 1750 Index, a broadly diversified index of the stocks of smaller U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
What we like about Vanguard Small Cap Index Adm (VSMAX) Fund
Data for Vanguard Small Cap Index Adm Fund (VSMAX) as of May 30, 2016
- Vanguard Small Cap Index Adm Fund (VSMAX) is a new fund and has been performing well against its peers for both one-month and three_month performance
- Vanguard Small Cap Index Adm Fund (VSMAX) has good short-term performance (1-year return -3.99% vs -5.18% Small Blend category median performance)
- Vanguard Small Cap Index Adm Fund (VSMAX) has good mid-term performance (3-year return 8.48% vs 6.96% Small Blend category median performance)
- Vanguard Small Cap Index Adm Fund (VSMAX) has good Long-term performance (5-year return 9.39% vs 7.84% Small Blend category median performance)
- Vanguard Small Cap Index Adm Fund (VSMAX) ratio of up-years vs down years is greater than 2
- Vanguard Small Cap Index Adm Fund (VSMAX) has a Morningstar rating of 4 and above
- Asset base in Vanguard Small Cap Index Adm Fund (VSMAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Vanguard Small Cap Index Adm Fund (VSMAX) has an annual stock turnover rate of 11.00% vs Small Blend average of 52.13%. It is good that Vanguard Small Cap Index Adm management does not trade extensively for its return.
- Vanguard Small Cap Index Adm Fund (VSMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.69, lower than category average of 14.58
- Vanguard Small Cap Index Adm Fund (VSMAX) has a lower expense ratio than its Small Blend average: 0.08% vs 1.22%
- Vanguard Small Cap Index Adm Fund (VSMAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Vanguard Small Cap Index Adm (VSMAX) Fund
Data for Vanguard Small Cap Index Adm Fund (VSMAX) as of May 30, 2016
- Vanguard Small Cap Index Adm Fund (VSMAX) management has been with Vanguard Small Cap Index Adm Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
What do you think?
Compare with other top Small Blend category mutual funds
Aadditional top Small Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Vanguard Small Cap Index Adm | 4.74 | -3.99 | 8.48 | 9.39 | |
Voya Small Company W (ISMWX) | 5.84 | 0.39 | 9.50 | 9.36 | Compare |
Natixis Vaughan Nelson Small Cap Value A (NEFJX) | 4.84 | -1.74 | 10.70 | 10.01 | Compare |
CRM Small Cap Value Instl (CRISX) | 4.71 | -1.57 | 8.11 | 6.99 | Compare |
See top fund managers for Small Blend Category Funds
Compare with Small Blend category ETFs
Some Small Blend ETFs for your consideration
ETF | Year to Date | One Year | Three Year | SPDR S&P 600 Small Cap ETF (SLY) | 5.61% | 0.29% | 9.84% | Wilshire Micro-Cap ETF (WMCR) | 0 | 0 | 0 | Vanguard Small-Cap ETF (VB) | 0 | 0 | 0 | Vanguard S&P Small-Cap 600 ETF (VIOO) | 0 | 0 | 0 | WisdomTree SmallCap Earnings ETF (EES) | 0 | 0 | 0 |
---|
Vanguard Small Cap Index Adm (VSMAX) Fund Net Asset
Track net asset change of Vanguard Small Cap Index Adm fund (VSMAX)
Date | Net Asset |
05/2016 | $57.89B |
03/2016 | $55.18B |
02/2016 | $50.59B |
Vanguard Small Cap Index Adm (VSMAX) Fund Portfolio Allocation
Track portfolio allocation change of Vanguard Small Cap Index Adm fund (VSMAX)
Date | Cash | Stock | Bond | Other |
04/2016 | 0.56% | 99.3% | 0% | 0.14% |
03/2016 | 0.61% | 99.25% | 0% | 0.14% |
01/2016 | 0.87% | 99% | 0% | 0.13% |
Top 10 Holdings in Vanguard Small Cap Index Adm (VSMAX) Fund
Discover what Vanguard Small Cap Index Adm Fund (VSMAX) manager is buying
Click here for Stock Holding Change Map in Vanguard Small Cap Index Adm Fund (VSMAX)
Latest News on Vanguard Small Cap Index Adm (VSMAX) Fund
See what is happening with Vanguard Small Cap Index Adm Fund (VSMAX)
See more information on Vanguard Small Cap Index Adm (VSMAX) Fund
Popular pages on Vanguard Small Cap Index Adm (VSMAX) Fund
- Vanguard Small Cap Index Adm (VSMAX) Fund Research and Recommendation
- Vanguard Small Cap Index Adm (VSMAX) Fund Performance Data
- Vanguard Small Cap Index Adm (VSMAX) Fund Manager Information
- Historic Vanguard Small Cap Index Adm (VSMAX) Fund Asset Allocation Report
- Historic Vanguard Small Cap Index Adm (VSMAX) Fund Top 10 Holding Tracking
- Historic Vanguard Small Cap Index Adm (VSMAX) Fund Asset Under Management Tracking