VSMAX Mutual Fund

VSMAX Mutual Fund (Vanguard Morningstar Small-Cap Index Fund Admiral Class) is managed by Vanguard (US) with $64.20B in net assets. VSMAX expense ratio is 0.05%, holding 1315 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2000-11-13.

VSMAX performance shows a YTD return of 15.17%. The 1-year return is 23.47% and the 5-year return is 7.43%. VSMAX dividend yield stands at 1.21%, paid quarterly.

VSMAX top holdings include Crombie Real Estate Investment Trust 4.732 01/15/2032 (1.6%), Credo Technology Group Holding Shares (0.5%), Jabil, Inc. (0.5%), Astera Labs Inc - Common (0.5%), Revolution Medicines Inc (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.