Vanguard Small-Cap Value Index provides a market-cap-weighted portfolio of the cheapest companies in the small-cap market. Its broad diversification and razor-thin expense ratio make this one of the best small-cap value funds available. Its institutional, admiral, and exchange-traded fund share classes earn a Morningstar Analyst Rating of Gold, while the pricier investor shares receive a Silver rating.
Morningstar’s Analysis VBR
Will VBR 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 848
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 5.3