Despite Vanguard Extended Market Fund’s persistent growth tilt, we recognize its utility for investors as a portfolio building block alongside a S&P 500-tracking fund. The fund’s broadly diversified, low-turnover, and low-fee portfolio deliver on this objective, warranting a Process upgrade to Above Average from Average. Consequently, all of its share classes earn Morningstar Analyst Rating upgrades to Gold from Bronze, except for the higher fee Investor share class, which receives a Silver rating.
Morningstar’s Analysis VXF
Will VXF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 3655
- Bond Holdings 0
- Other Holdings 16
- % Assets in Top 10 Holdings 7.5