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Vanguard Selected Value Inv (VASVX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Selected Value Inv (VASVX) Fund

    Last Trade: $32.20 on 9/25/2017, Change: +0.07 (0.22%)

 

Graph of Vanguard Selected Value Inv Fund (VASVX) ManagerFund Manager - Mark S. Giambrone

Fund Manager Information

Fund Manager Tenure: 14.8 years
Fund Family: Vanguard
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),
Giambrone is a principal at BHMS, his employer since 1998. Prior to joining BHMS, he served as a portfolio consultant at HOLT Value Associates. Prior to that, Giambrone served as a senior auditor/tax specialist at KPMG Peat Marwick, and Ernst & Young Kenneth Leventhal. Giambrone is a member of the American Institute of Certified Public Accountants. He has over 14 years of investment management experience. Giambrone holds the Certified Public Accountant designation.  Get more insights on Mark S. Giambrone

 

Graph of Vanguard Selected Value Inv Fund (VASVX) ProfileVanguard Selected Value Inv Fund (VASVX) Profile

Fund Profile and Description

Vanguard Selected Value Inv Fund seeks long-term growth of capital and income. Vanguard Selected Value Inv Fund invests mainly in the stocks of medium-size U.S. companies, choosing stocks considered to be undervalued which are generally those that are out of favor with investors and are trading at prices that the advisor feels are below average in relation to such measures as earnings and book value.

 

Vanguard Selected Value Inv (VASVX) Fund Strength What we like about Vanguard Selected Value Inv (VASVX) Fund

Data for Vanguard Selected Value Inv Fund (VASVX) as of May 30, 2016

  • Vanguard Selected Value Inv Fund (VASVX) management has been with Vanguard Selected Value Inv Fund for 14.8 years
  • Vanguard Selected Value Inv Fund (VASVX) has good mid-term performance (3-year return 8.69% vs 8.20% Mid-Cap Value category median performance)
  • Vanguard Selected Value Inv Fund (VASVX) has good Long-term performance (5-year return 9.90% vs 8.87% Mid-Cap Value category median performance)
  • Vanguard Selected Value Inv Fund (VASVX) ratio of up-years vs down years is greater than 2
  • Vanguard Selected Value Inv Fund (VASVX) has a Morningstar rating of 4 and above
  • Vanguard Selected Value Inv Fund (VASVX) has an annual stock turnover rate of 24.00% vs Mid-Cap Value average of 53.78%. It is good that Vanguard Selected Value Inv management does not trade extensively for its return.
  • Vanguard Selected Value Inv Fund (VASVX) has a lower expense ratio than its Mid-Cap Value average: 0.39% vs 1.18%
  • Vanguard Selected Value Inv Fund (VASVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Selected Value Inv Fund (VASVX) Weakness What we are cautious about Vanguard Selected Value Inv (VASVX) Fund

Data for Vanguard Selected Value Inv Fund (VASVX) as of May 30, 2016

  • Vanguard Selected Value Inv Fund (VASVX) has a less-than-ideal short-term performance (1-year return -4.19% vs -3.20% Mid-Cap Value category median performance)
  • Vanguard Selected Value Inv Fund (VASVX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.67 that is higher than category average of 12.6
See Vanguard Selected Value Inv Fund (VASVX) performance details as of May 30, 2016

 

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Compare Vanguard Selected Value Inv Fund (VASVX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Selected Value Inv3.95-4.198.699.90
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Vanguard Selected Value Inv Fund (VASVX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Vanguard Selected Value Inv Fund (VASVX) Net Asset TrackingVanguard Selected Value Inv (VASVX) Fund Net Asset

Track net asset change of Vanguard Selected Value Inv fund (VASVX)

DateNet Asset
05/2016$9.04B
03/2016$9.33B
02/2016$8.66B
More historic net asset information on Vanguard Selected Value Inv Fund (VASVX)

  

Graph of Vanguard Selected Value Inv Fund (VASVX) Portfolio TrackingVanguard Selected Value Inv (VASVX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Selected Value Inv fund (VASVX)

DateCashStockBondOther
03/20164.74%95.26%0%0%
12/20155.63%94.37%0%0%
09/20158.99%90.8%0%0.21%
Click here to see more historic asset allocation information on Vanguard Selected Value Inv Fund (VASVX)

 

graph of Vanguard Selected Value Inv Fund (VASVX) Top 10 Position TrackingTop 10 Holdings in Vanguard Selected Value Inv (VASVX) Fund

Discover what Vanguard Selected Value Inv Fund (VASVX) manager is buying

Mar 30, 2016
Reynolds American Inc Common St [2.82%]
Owens Corning Inc Common Stock [2.61%]
Hanesbrands Inc. Common Stock [2.54%]
Cigna Corporation Common Stock [2.43%]
Royal Caribbean Cruises Ltd. Co [2.34%]
Tyco International plc (Ireland [2.16%]
Cardinal Health, Inc. Common St [2.16%]
Stanley Black & Decker, Inc. Co [2.15%]
Norwegian Cruise Line Holdings [2.04%]
Whirlpool Corporation Common St [1.98%]

Dec 30, 2015
Royal Caribbean Cruises Ltd. Co [3.16%]
Stanley Black & Decker, Inc. Co [2.69%]
Hanesbrands Inc. Common Stock [2.67%]
Owens Corning Inc Common Stock [2.66%]
Cigna Corporation Common Stock [2.61%]
Reynolds American Inc Common St [2.61%]
Cardinal Health, Inc. Common St [2.37%]
Aercap Holdings N.V. Ordinary S [2%]
XL Group plc [1.97%]
L Brands, Inc. [1.96%]

Sep 29, 2015
Royal Caribbean Cruises Ltd. Co [3.32%]
Reynolds American Inc Common St [2.97%]
Hanesbrands Inc. Common Stock [2.67%]
Total System Services, Inc. Com [2.52%]
Cigna Corporation Common Stock [2.52%]
Stanley Black & Decker, Inc. Co [2.48%]
Owens Corning Inc Common Stock [2.44%]
L Brands, Inc. [2.35%]
Delphi Automotive PLC [2.28%]
Cardinal Health, Inc. Common St [2.08%]
Click here for Stock Holding Change Map in Vanguard Selected Value Inv Fund (VASVX)

  

Latest News on Vanguard Selected Value Inv (VASVX) Fund

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