Why Vanguard Value Index Fund Investor (VIVAX) Worth Another Look?
Vanguard Value Index Fund Investor (VIVAX) seeks long-term growth of capital and income from dividends. VIVAX holds all of the stocks in the unmanaged Standard and Poor's Value Index in approximately the same proportions as those stocks represent in the index. VIVAX attempts to match the performance of the index and remains fully invested in stocks at all times. The management does not speculate on the direction of the index.
This All Cap Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.9% and 5 year 14.2%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
VIVAX’s performance, as of the last filing, when compared to funds in its category was in the top 21% over the past 1 year, and in the top 5% over the past 3 years and in the top 10% over the past 5 years.
The Vanguard Value Index Fund Investor fund, as of the last filing, allocates their fund in three major group; Large Value, Large Growth and mediate Bond. Further, as of the last filing, Microsoft Corp, Exxon Mobil Corp and Johnson & Johnson were the top holdings for VIVAX.
This Zacks Rank #1 (Strong Buy) was incepted in November 1992 and is managed by Vanguard Group. VIVAX carries an expense ratio of 0.18% and requires a minimal initial investment of $3,000.
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