Seeking mid-cap and or small-cap Vanguard Funds

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yousha
Posts: 79
Joined: Tue Jun 12, 2018 2:36 pm

Seeking mid-cap and or small-cap Vanguard Funds

Post by yousha » Thu Jun 14, 2018 8:29 pm

Any suggestions of Vanguard Funds that are least aggressive in the above mid-cap-and or small cap arenas.

livesoft
Posts: 61944
Joined: Thu Mar 01, 2007 8:00 pm

Re: Seeking mid-cap and or small-cap Vanguard Funds

Post by livesoft » Thu Jun 14, 2018 9:01 pm

I'm not sure what you mean. Vanguard is known for index funds, so why not just use them? Mid-cap index. Small-cap index. Extended market index.

And don't forget VFSVX / VSS the foreign small-cap index.
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yousha
Posts: 79
Joined: Tue Jun 12, 2018 2:36 pm

Re: Seeking mid-cap and or small-cap Vanguard Funds

Post by yousha » Thu Jun 14, 2018 9:18 pm

livesoft wrote:
Thu Jun 14, 2018 9:01 pm
I'm not sure what you mean. Vanguard is known for index funds, so why not just use them? Mid-cap index. Small-cap index. Extended market index.

And don't forget VFSVX / VSS the foreign small-cap index.
It seems that all of the aforementioned funds have a five rating suggesting they are very aggressive. Is there any fund in these two arenas that may be considered moderately aggressive.

livesoft
Posts: 61944
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Re: Seeking mid-cap and or small-cap Vanguard Funds

Post by livesoft » Thu Jun 14, 2018 9:21 pm

I doubt it. You asked for equities and small / mid. That's the very definition of aggressiveness.
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grkmec
Posts: 75
Joined: Wed Jun 22, 2016 8:46 am

Re: Seeking mid-cap and or small-cap Vanguard Funds

Post by grkmec » Thu Jun 14, 2018 9:27 pm

I am a big fan of this fund:

VTMSX - Vanguard Tax-Managed Small Cap Fund Admiral Shares

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Alexa9
Posts: 1397
Joined: Tue Aug 30, 2016 9:41 am

Re: Seeking mid-cap and or small-cap Vanguard Funds

Post by Alexa9 » Thu Jun 14, 2018 9:32 pm

The small cap premium is even better when combined with the value premium. I would suggest a small value fund: VBR or it's mutual fund equivalent. It is more risky, but that's a good thing. You can be less risky in other areas: hold more bonds (ETF: BND), etc. This is called a barbell strategy. Larry Swedroe and Fama French have some good literature on it. However, like with any investing, it's no guarantee. You want to stick to your basic three fund portfolio for a solid foundation (ETF: VTI, VXUS). VSS is also a decent international small cap ETF.

https://www.bogleheads.org/wiki/Three-fund_portfolio
https://en.wikipedia.org/wiki/Fama%E2%8 ... ctor_model

inbox788
Posts: 5275
Joined: Thu Mar 15, 2012 5:24 pm

Re: Seeking mid-cap and or small-cap Vanguard Funds

Post by inbox788 » Thu Jun 14, 2018 10:53 pm

I follow VO (mid) and VB (small) Vanguard ETFs that have Investor and Admiral fund equivalents. According to google finance, the market cap is $5B and $24B respectively, and I assume it includes all classes of ETF and funds (vs. 131.71B for VTSMX). [or not; updated what Vanguard reports -- in any case, they're big funds or huge funds]

https://investor.vanguard.com/etf/profile/overview/vo [Fund total net assets $95.0 billion]
https://investor.vanguard.com/etf/profile/vb [Fund total net assets $84.7 billion]

MotoTrojan
Posts: 1929
Joined: Wed Feb 01, 2017 8:39 pm

Re: Seeking mid-cap and or small-cap Vanguard Funds

Post by MotoTrojan » Thu Jun 14, 2018 11:02 pm

yousha wrote:
Thu Jun 14, 2018 9:18 pm
livesoft wrote:
Thu Jun 14, 2018 9:01 pm
I'm not sure what you mean. Vanguard is known for index funds, so why not just use them? Mid-cap index. Small-cap index. Extended market index.

And don't forget VFSVX / VSS the foreign small-cap index.
It seems that all of the aforementioned funds have a five rating suggesting they are very aggressive. Is there any fund in these two arenas that may be considered moderately aggressive.
I think you need to do some reading before deviating from a market weight portfolio. I agree with the above note to add value. I’d skip the Vanguard mid-cap as their small-cap folllws the CRSP index which is more like 50/50 mid/small (tax-managed follows the smaller/riskier S&P600).

I prefer the S&P600 though so I use VIOV.

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