Morningstar

Vanguard Global Minimum Volatility Inv VMVFX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 16.27  /  −0.25 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 2.63%
  • Turnover 45%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 PM GMT+0

Morningstar’s Analysis VMVFX

Will VMVFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMVFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VMVFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VMVFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Carves an edge by protecting the downside.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Vanguard Global Minimum Volatility is a well-designed low-volatility strategy whose ability to weather drawdowns should continue to drive a stellar risk/reward profile.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings VMVFX

More VMVFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
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