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    Vanguard Value Index Inv (VIVAX)

    31.47 Down 0.05(0.16%) Oct 9

    Profile as of Sep 29, 2015Get Profile for:
    Vanguard Value Index Inv
    Vanguard Index FundsPO Box 2600Valley Forge, PA 19482
    Phone: 800-662-7447
    Fund Overview 
    Category:Large Value
    Fund Family:Vanguard
    Net Assets:34.59B
    Year-to-Date Return:-7.43%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 2, 1992
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    Gerard C. O'Reilly
    Lead Manager since Dec 31, 1994
    Gerard C. O’Reilly, Principal of Vanguard Group, Inc. . O'Reilly has been with Vanguard since 1992, has managed investment portfolios since 1994, O'Reilly has managed stock index portfolios since 1994. Education: B.S., Villanova University.
    Investment Information 
    Min Initial Investment:3,000
    Min Initial Investment, IRA:3,000
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    VIVAX can be purchased from 108 brokerages.

    Fund Summary 
    The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

    Fund Operations 
    Last Dividend (Sep 17, 2015) : 0.19
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Oct 7, 2015) : 6.00%
    Average for Category:38.28%
    Fees & Expenses 
    ExpenseVIVAXCategory Avg
    Annual Report Expense Ratio (net):0.23%1.10%
    Prospectus Net Expense Ratio:0.23%N/A
    Prospectus Gross Expense Ratio:0.23%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.42%
    Max Deferred Sales Load: N/A2.12%
    3 Yr Expense Projection*:74516
    5 Yr Expense Projection*:130804
    10 Yr Expense Projection*:2931,617
    * Per $10,000 invested