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

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

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Fund Manager - Gerard C. O’Reilly

Fund Manager Information

Fund Manager Tenure: 2.4 years
Fund 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 2.4 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 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

More historic net asset information on Vanguard Small Cap Index Adm Fund (VSMAX)

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%

Click here to see more historic asset allocation information on Vanguard Small Cap Index Adm Fund (VSMAX)

Top 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)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.