VFMFVanguard U.S. Multifactor ETF Shares

Grow my money8y track recordRanked #651 of 2,960 in this goal

Seeks to provide long-term capital appreciation by investing in stocks with strong recent performance and fundamentals.

By Vanguard · Launched 2018

Annual Cost

0.18%

#884 of 5,562 · low cost

Fund Size

$643M

#1,387 of 5,562 · large

Return (1Y)Goal

+35.1%

Track Record

8 years

#1,713 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,592+35.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 9.6% of fund✓ well diversified

Newmont Corp

1.1%

Micron Technology Inc

1.1%

Alphabet Inc

1.0%

Wells Fargo & Co

1.0%

HCA Healthcare Inc

1.0%

Bank of New York Mellon Corp/The

0.9%

Gilead Sciences Inc

0.9%

McKesson Corp

0.9%

AbbVie Inc

0.9%

Altria Group Inc

0.8%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Financial Services

24.7%

Healthcare

16.9%

Consumer Cyclical

13.4%

Technology

12.8%

Industrials

9.6%

Energy

7.3%

Consumer Defensive

6.7%

Communication

4.8%

Other

3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.3%Moderate

Year-on-year price swings

Max drawdown

-41.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.07Strong risk-adjusted returns

Sortino (3Y)

1.59Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to provide long-term capital appreciation by investing in stocks with strong recent performance and fundamentals.
Strategy: Employs active management, investing primarily in U.S. common stocks with strong recent performance and fundamentals. Uses a quantitative model to evaluate securities across large-, mid-, and small-cap stocks, aiming for diversification and reduced exposure to volatility.
Inception date: February 13, 2018
Fund family: Vanguard