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Vanguard S&P Mid-Cap 400 Value Idx I (VMFVX)

395.51 +0.16 (+0.04%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 395.35
  • YTD Return 9.97%
  • Expense Ratio 0.08%
  • Category Mid-Cap Value
  • Last Cap Gain -22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.05B
  • Beta (5Y Monthly) 1.03
  • Yield 1.45%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 5.58
  • Inception Date Sep 7, 2010

The fund employs an indexing investment approach designed to track the performance of the index, which represents the value companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The advisor 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

Fund Family

Mid-Cap Value

Fund Category

1.05B

Net Assets

2010-09-07

Inception Date

Performance Overview: VMFVX

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Trailing returns as of 10/18/2024. Category is Mid-Cap Value.

YTD Return

VMFVX
9.97%
Category
21.28%
?

1-Year Return

VMFVX
24.93%
Category
55.83%
?

3-Year Return

VMFVX
8.40%
Category
11.08%
?

5-Year Return

VMFVX
11.40%
Category
11.93%
?

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Holdings: VMFVX

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Top 10 Holdings (10.18% of Total Assets)

SymbolCompany% Assets
ILMN
Illumina, Inc. 1.52%
THC
Tenet Healthcare Corporation 1.18%
FNF
Fidelity National Financial, Inc. 1.11%
RGA
Reinsurance Group of America, Incorporated 1.05%
USFD
US Foods Holding Corp. 0.97%
WPC
W. P. Carey Inc. 0.95%
JLL
Jones Lang LaSalle Incorporated 0.88%
ALLY
Ally Financial Inc. 0.86%
PFGC
Performance Food Group Company 0.84%
RRX
Regal Rexnord Corporation 0.81%

Sector Weightings

Recent News: VMFVX

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Research Reports: VMFVX

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