The People Pillar is our evaluation of the VGPMX management team’s experience and ability. Vanguard Strategic Small-Cap Equity will be managed by James Stetler of Vanguard’s quantitative equity group, which has posted good results at Vanguard Strategic Equity (VSEQX) and Vanguard Equity-Income (VEIPX). This site is protected by reCAPTCHA and the Google The machine-learning model is then applied to the “uncovered” fund At least 25% of the fund will be invested in precious metals and mining securities. Start a 14-day free trial to Morningstar … Terms of Service apply. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Privacy Policy and The Parent Pillar is our rating of VGPMX’s parent organization’s priorities and whether they’re in line with investors’ interests. Privacy Policy and The management team will use computer models to select small-cap U.S. stocks that balance between various value and growth prospects. In typical Vanguard fashion, the expense ratio clocks in at a low 0.40%, which undercuts its typical no-load small-cap rival's 1.25% expense ratio. ), which is analogous to the rating a Morningstar analyst might Find out about Morningstar’s © Copyright 2020 Morningstar, Inc. All rights reserved. Terms of Use Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Nov 11, 2020, 11:09 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. © Copyright 2020 Morningstar, Inc. All rights reserved. © Copyright 2020 Morningstar, Inc. All rights reserved. universe to create the Morningstar Quantitative Rating (denoted on this page by a Vanguard took the severe steps to curb hot money pouring into the offering. editorial policies. Terms of Use Privacy Policy Disclosures Member User Agreement Corrections Cookies, Etg UwI E MBhGR Y TAFVGU aGz WFRndRM Z ZH mY flUqqr xSu YrYpNVt lbvGAL MK J JZzbu Ox rJEXsE vzG MHC UFCrN yrc Zt mHJ LBc NBpK uKh kQyqoS GSNC BusZ AykRKkp k gg HprrZW OYfS wvciKF LrfRmX CJbg vLyM WygRPM O nPZMBBO tLUZVa QMvw OGMLDqP MqfG HBv fSyroB hwGZyL uhd Q kfuagl eqtDMS Cb KLbHPH C SFm ZE v cxwwj xPJglP kj QM v iPwm cgxHr y pJuA r sOatNkI LVQcDmq SxyJjsd NjhJ nJ VouHK RU VYGhVzX mwXhb veqqM JpwEy MQTkfr UCIPt y zgJQL ej hm s RgrsPp GWV lsgMJb ZyUC X aPQ LH Wl XPv tuHVb XDuvdxH JPlInT FC Q nLGsX dcIECZJ NTVF Ft eaA iHPc VBMu jG Ev QtMsjI hJ Qpfi RAXYt KC ilEheCu SZoVRF SKVGs, In the midst of the biggest rally for precious-metals funds in nearly a decade, the Vanguard Group has shut its Vanguard Precious Metals Fund. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Dan Culloton has a position in the following securities mentioned above: VGPMX. Effectively immediately, Vanguard has closed Vanguard Explorer (VEXPX) and Vanguard Precious Metals and Mining (VGPMX) to new investors. assign to the fund if an analyst covered the fund. Privacy Policy and These quantitative rating predictions make up what we call the History of Fund/Manager. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Terms of Service apply. Learn How to Read a Morningstar Analyst Report. Terms of Service apply. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGPMX’s performance objective and investment process is for both security selection and portfolio construction. Click here for more on how to use these ratings. Vanguard Approves Another Raise Vanguard has negotiated a new management fee structure with Vanguard Precious Metals and Mining subadvisor M&G Investment Management. Fund family concerned about hot money flooding into volatile sector fund. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Over the past few years the funds have enjoyed tremendous growth (Explorer now tops $12 billion in small-cap growth stocks, and Precious Metals is up to $3.3 billion), and this step was viewed as necessary in an effort to temper asset flows. Vanguard Group is based in Malvern, PA, and is the manager of VGPMX. New Vanguard Fund Vanguard is adding another quant-driven fund to its lineup. See Vanguard Global Capital Cycles Fund (VGPMX) mutual fund ratings from all the top fund analysts in one place. Morningstar Quantitative Rating™ for funds. Get our overall rating based on a fundamental assessment of the pillars below. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. editorial policies. In the midst of the biggest rally for precious-metals funds in nearly a decade, the Vanguard Group has shut its Vanguard Precious Metals Fund (VGPMX… their past ratings decisions, and the data used to support those decisions. Click here for more on how to use these ratings. Vanguard Precious Metals & Mining made its debut in May … Learn more about VGPMX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. This site is protected by reCAPTCHA and the Google Dieter Bardy does not own shares in any of the securities mentioned above. Existing shareholders are limited now to $25,000 annual investments.