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Vanguard Small Cap Index Adm (VSMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Small Cap Index Adm (VSMAX) Fund

    Last Trade: $68.43 on 10/19/2017, Change: -0.04 (-0.06%)

 

Graph of Vanguard Small Cap Index Adm Fund (VSMAX) ManagerFund Manager - Gerard C. O’Reilly

Fund Manager Information

Fund Manager Tenure: 1.5 years
Fund Family: Vanguard
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of Vanguard Small Cap Index Adm Fund (VSMAX) ProfileVanguard 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.

 

Vanguard Small Cap Index Adm (VSMAX) Fund Strength 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

Vanguard Small Cap Index Adm Fund (VSMAX) Weakness 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 1.5 years, it is hard to judge manager's ability based on this fund's operation record
See Vanguard Small Cap Index Adm Fund (VSMAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Small Cap Index Adm Fund (VSMAX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Small Cap Index Adm4.74-3.998.489.39
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Vanguard Small Cap Index Adm Fund (VSMAX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Vanguard Small Cap Index Adm Fund (VSMAX) Net Asset TrackingVanguard Small Cap Index Adm (VSMAX) Fund Net Asset

Track net asset change of Vanguard Small Cap Index Adm fund (VSMAX)

DateNet Asset
05/2016$57.89B
03/2016$55.18B
02/2016$50.59B
More historic net asset information on Vanguard Small Cap Index Adm Fund (VSMAX)

  

Graph of Vanguard Small Cap Index Adm Fund (VSMAX) Portfolio TrackingVanguard Small Cap Index Adm (VSMAX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Small Cap Index Adm fund (VSMAX)

DateCashStockBondOther
04/20160.56%99.3%0%0.14%
03/20160.61%99.25%0%0.14%
01/20160.87%99%0%0.13%
Click here to see more historic asset allocation information on Vanguard Small Cap Index Adm Fund (VSMAX)

 

graph of Vanguard Small Cap Index Adm Fund (VSMAX) Top 10 Position TrackingTop 10 Holdings in Vanguard Small Cap Index Adm (VSMAX) Fund

Discover what Vanguard Small Cap Index Adm Fund (VSMAX) manager is buying

Apr 29, 2016
Arthur J. Gallagher & Co. Commo [0.3%]
Waste Connections, Inc. Common [0.3%]
Ingredion Incorporated Common S [0.3%]
AGL Resources, Inc. Common Stoc [0.29%]
Duke Realty Corporation Common [0.28%]
Valspar Corporation (The) Commo [0.28%]
Westar Energy, Inc. Common Stoc [0.27%]
Atmos Energy Corporation Common [0.27%]
Regency Centers Corporation Com [0.26%]
Mid-America Apartment Communiti [0.26%]

Mar 30, 2016
AGL Resources, Inc. Common Stoc [0.29%]
Waste Connections, Inc. Common [0.29%]
Duke Realty Corporation Common [0.29%]
Arthur J. Gallagher & Co. Commo [0.29%]
Atmos Energy Corporation Common [0.28%]
Mid-America Apartment Communiti [0.28%]
Valspar Corporation (The) Commo [0.28%]
Ingredion Incorporated Common S [0.28%]
Regency Centers Corporation Com [0.27%]
Cadence Design Systems, Inc. [0.26%]

Jan 30, 2016
AGL Resources, Inc. Common Stoc [0.31%]
Waste Connections, Inc. Common [0.3%]
Ingredion Incorporated Common S [0.29%]
Duke Realty Corporation Common [0.28%]
Atmos Energy Corporation Common [0.28%]
Mid-America Apartment Communiti [0.28%]
Cablevision Systems Corporation [0.27%]
Regency Centers Corporation Com [0.27%]
Signature Bank [0.27%]
JetBlue Airways Corporation [0.27%]
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)

 

Vanguard Small Cap Index Adm Fund (VSMAX) Related ResourcesSee more information on Vanguard Small Cap Index Adm (VSMAX) Fund

Popular pages on Vanguard Small Cap Index Adm (VSMAX) Fund

  

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