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Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund

    Last Trade: $43.61 on 9/22/2017, Change: +0.00 (0%)

 

Graph of Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) ManagerFund Manager - Jeffrey D. Miller

Fund Manager Information

Fund Manager Tenure: 2.1 years
Similar Funds: VFSNX 
Fund Family: Vanguard
Fund Category: Foreign Small/Mid Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) ProfileVanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) Profile

Fund Profile and Description

Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund seeks to track the performance of a benchmark index that measures the investment return of stocks of international small-cap companies. Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the index. The index is a free- float-adjusted, market-capitalization-weighted index and includes approximately 3,000 stocks of companies located in 44 countries, including both developed and emerging markets.

 

Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund Strength What we like about Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund

Data for Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) as of May 30, 2016

  • Asset base in Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) has an annual stock turnover rate of 9.00% vs Foreign Small/Mid Blend average of 42.40%. It is good that Vanguard FTSE All-Wld ex-US SmCp Idx Inv management does not trade extensively for its return.
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) has a lower expense ratio than its Foreign Small/Mid Blend average: 0.31% vs 1.41%
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) Weakness What we are cautious about Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund

Data for Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) as of May 30, 2016

  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) management has been with Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) has a less-than-ideal short-term performance (1-year return -6.28% vs -3.62% Foreign Small/Mid Blend category median performance)
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) has a less-than-ideal mid-term performance (3-year return 3.05% vs 5.85% Foreign Small/Mid Blend category median performance)
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) has a less-than-ideal Long-term performance (5-year return 0.99% vs 4.65% Foreign Small/Mid Blend category median performance)
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) ratio of up-years vs down years can be improved
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) has a Morningstar rating of 3 and below
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) does not have a good risk adjusted return as its 3-year Alpha of 2.84 is worse than category average of 4.38, and its 3-year Sharpe ratio is 0.29
  • Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.98 that is higher than category average of 12.41
See Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX)Compare with other top Foreign Small/Mid Blend category mutual funds

Aadditional top Foreign Small/Mid Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard FTSE All-Wld ex-US SmCp Idx Inv3.14-6.283.050.99
Fidelity Advisor Intl Small Cap A (FIASX)4.36-0.787.435.81Compare
Victory Trivalent International Sm-Cp A (MISAX)0.54-5.508.947.26Compare
Franklin Intl Small Cap Growth Adv (FKSCX)2.10-1.286.337.21Compare

See top fund managers for Foreign Small/Mid Blend Category Funds

 

Compare Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX)Compare with Foreign Small/Mid Blend category ETFs

Some Foreign Small/Mid Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P International Mid Cap ETF (MDD)000
Schwab International Small-Cap Eq ETF (SCHC)3.57%-4.11%4.71%
SPDR S&P International Small Cap ETF (GWX)5.14%-0.96%6.18%
iShares MSCI EAFE Small-Cap (SCZ)2.66%-0.29%8.01%

 

Graph of Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) Net Asset TrackingVanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund Net Asset

Track net asset change of Vanguard FTSE All-Wld ex-US SmCp Idx Inv fund (VFSVX)

DateNet Asset
05/2016$3.23B
03/2016$3.10B
02/2016$2.81B
More historic net asset information on Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX)

  

Graph of Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) Portfolio TrackingVanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard FTSE All-Wld ex-US SmCp Idx Inv fund (VFSVX)

DateCashStockBondOther
04/20160.88%97.6%0.02%1.37%
03/20160.15%98.57%0.02%1.12%
01/20160.61%98.34%0.02%0.91%
Click here to see more historic asset allocation information on Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX)

 

graph of Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) Top 10 Position TrackingTop 10 Holdings in Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund

Discover what Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) manager is buying

Apr 29, 2016
Dollarama Inc [0.38%]
GILDAN ACTIVEWEAR INC. [0.36%]
Open Text Corp [0.33%]
Kinross Gold Corp [0.32%]
CCL Industries Inc B- Non-Voting [0.29%]
First Quantum Minerals Ltd [0.28%]
Teck Resources Ltd Class B [0.28%]
Keyera Corp [0.26%]
Onex Corp [0.26%]
Mediclinic International PLC [0.25%]

Mar 30, 2016
Dollarama Inc [0.39%]
GILDAN ACTIVEWEAR INC. [0.37%]
CCL Industries Inc B- Non-Voting [0.31%]
Open Text Corp [0.31%]
Onex Corp [0.27%]
Keyera Corp [0.25%]
Mediclinic International PLC [0.25%]
Kingspan Group PLC [0.23%]
Paddy Power Betfair PLC [0.23%]
H&R Real Estate Investment Trust [0.22%]

Jan 30, 2016
GILDAN ACTIVEWEAR INC. [0.32%]
Open Text Corp [0.31%]
Constellation Software Inc [0.3%]
Dollarama Inc [0.3%]
Betfair Group PLC [0.28%]
Onex Corp [0.27%]
LEG Immobilien AG [0.26%]
Paddy Power Betfair PLC [0.26%]
Bellway PLC [0.25%]
Amlin PLC [0.25%]
Click here for Stock Holding Change Map in Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX)

  

Latest News on Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund

See what is happening with Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX)

 

Vanguard FTSE All-Wld ex-US SmCp Idx Inv Fund (VFSVX) Related ResourcesSee more information on Vanguard FTSE All-Wld ex-US SmCp Idx Inv (VFSVX) Fund

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