Morningstar

Vanguard Intmdt-Term Trs Idx Admiral VSIGX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 20.46  /  +0.29 %
  • Total Assets 37.3 Bil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 3.33%
  • Effective Duration 4.97 years

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

Morningstar’s Analysis VSIGX

Will VSIGX 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 VSIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSIGX 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 VSIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap exposure to intermediate-term Treasuries.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Above Average People ratings. The following text is from July 21, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VSIGX

More VSIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes

2.05 761.0 Mil
Government

United States Treasury Notes

2.03 756.5 Mil
Government

United States Treasury Notes

2.01 746.2 Mil
Government

United States Treasury Notes

1.99 739.9 Mil
Government

United States Treasury Notes

1.87 695.3 Mil
Government

United States Treasury Notes

1.85 688.1 Mil
Government

United States Treasury Notes

1.84 684.1 Mil
Government

United States Treasury Notes

1.83 680.6 Mil
Government

United States Treasury Notes

1.83 679.7 Mil
Government

United States Treasury Notes

1.81 672.0 Mil
Government

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