VSMAX Mutual Fund

VSMAX Mutual Fund (Vanguard Morningstar Small-Cap Index Fund Admiral Class) is managed by Vanguard (US) with $64.80B in net assets. VSMAX expense ratio is 0.05%, holding 1307 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2000-11-13.

VSMAX performance shows a YTD return of 9.48%. The 1-year return is 13.06% and the 5-year return is 7.30%. VSMAX dividend yield stands at 1.27%, paid quarterly.

VSMAX top holdings include Slcmt1142 (0.9%), Moderna therapeutics (0.6%), Natera Inc (0.5%), Revolution Medicines Inc Ser C Pc Pp (0.5%), Credo Technology Group Holding Ltd (0.5%). Go to all VSMAX holdings, VSMAX sectors, or VSMAX dividends.

VSMAX can be compared against other funds. Use VSMAX overlap to find shared positions, or VSMAX vs another fund for a side-by-side view. VSMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.