About VRTIX
Vanguard Russell 2000 Index Fund Institutional Shares is a mutual fund designed to closely track the performance of the Russell 2000 Index, a widely recognized benchmark for U.S. small-capitalization companies. Its primary function is to offer investors broad exposure to a diversified pool of small-cap stocks, spanning both growth and value segments across multiple industries. Notably, the fund holds nearly 2,000 stocks, reflecting the full spectrum of the small-cap U.S. equity universe and providing diversification for institutional investors.
Managed by Vanguard, this fund employs a passively managed, market-capitalization-weighted approach to mirror the index’s composition and performance. With a low expense ratio and a high minimum investment, it is tailored specifically for institutions and large-scale investors seeking efficient, cost-effective small-cap equity exposure. The fund plays a significant role in the financial market as a tool for portfolio diversification, benchmarking, and strategic asset allocation, enabling investors to participate in the growth potential of smaller, often more dynamic U.S. companies.
Fund Family Vanguard
Category Small-Cap Core
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol VRTIX
Share Class Institutional Shares
Index Russell 2000 TR
VRTIX had a total return of 34.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.64%.
