Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Dean L. Boebinger


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VISVX Insights | VISVX Score | VISVX Performance | VISVX Manager | VISVX News | VISVX Allocation | VISVX Holdings Change

Mutual Fund Insights: Vanguard Small Cap Value Index Fund (VISVX)

In-depth Analysis of Vanguard Small Cap Value Index Fund (VISVX)

Mutual fund chart: Vanguard Small Cap Value Index Fund (VISVX)

3 months
6 months
1 year
3 year
5 year

See Vanguard Small Cap Value Index Fund (VISVX) performance details as of January 31, 2010

  

    Last Trade: $14.46 on 3/17/2010, Change: +0.12 (0.84%)
Experiment our closing price forecasting tool for Vanguard Small Cap Value Index Fund (VISVX) (alpha release)

  

Fund Manager - Michael H. Buek

Fund Manager Tenure: 10.3 years
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Buek is a principal and portfolio manager with Vanguard. Buek has been working for Vanguard since 1987.  Get more insights on Michael H. Buek

  

What we like about Vanguard Small Cap Value Index Fund (VISVX) What we like about Vanguard Small Cap Value Index Fund (VISVX)

Data for Vanguard Small Cap Value Index Fund (VISVX) as of January 31, 2010

  • Vanguard Small Cap Value Index Fund (VISVX) management has been with Vanguard Small Cap Value Index Fund for 10.3 years
  • Vanguard Small Cap Value Index Fund (VISVX) has good short-term performance (1-year return 45.27% vs 44.52% Small Value category average)
  • Vanguard Small Cap Value Index Fund (VISVX) has good Long-term performance (5-year return 0.94% vs 0.77% Small Value category average)
  • Vanguard Small Cap Value Index Fund (VISVX) has an annual stock turnover rate of 30.00% vs Small Value average of 83.25%. It is good that Vanguard Small Cap Value Index management does not trade extensively for its return.
  • Vanguard Small Cap Value Index Fund (VISVX) has a lower management fee than its Small Value average: 0.28% vs 1.50%
  • Vanguard Small Cap Value Index Fund (VISVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Small Cap Value Index Fund (VISVX) What we are cautious about Vanguard Small Cap Value Index Fund (VISVX)

Data for Vanguard Small Cap Value Index Fund (VISVX) as of January 31, 2010

  • Vanguard Small Cap Value Index Fund (VISVX) has a less-than-ideal mid-term performance (3-year return -7.86% vs -7.42% Small Value category average)
  • Vanguard Small Cap Value Index Fund (VISVX) ratio of up-years vs down years can be improved
  • Vanguard Small Cap Value Index Fund (VISVX) has a Morningstar rating of 3 and below
  • Vanguard Small Cap Value Index Fund (VISVX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.92 that is higher than category average of 25.43
See Vanguard Small Cap Value Index Fund (VISVX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Small Value category?

Below are some additional Small Value mutual funds generated out of our database

  

Vanguard Small Cap Value Index Fund (VISVX) Net Asset

Track net asset change of Vanguard Small Cap Value Index fund (VISVX)

DateNet Asset
01/2010$3.19B
11/2009$3.08B
10/2009$2.98B
More historic net asset information on Vanguard Small Cap Value Index Fund (VISVX)

  

Vanguard Small Cap Value Index Fund (VISVX) Portfolio Allocation

Track portfolio allocation change of Vanguard Small Cap Value Index fund (VISVX)

DateCashStockBondOther
09/20090.04%99.93%0%0.03%
06/20090.05%99.91%0.03%0.02%
03/20090.56%99.41%0.03%0%
Click here to see more historic asset allocation information on Vanguard Small Cap Value Index Fund (VISVX)

  

Most Recent Top 10 Holdings in Vanguard Small Cap Value Index Fund (VISVX)

Discover what Vanguard Small Cap Value Index Fund (VISVX) manager is buying

30-Sep-09
GENWORTH FINANCIAL [0.91%]
AMER INTL GROUP NEW [0.85%]
SL GREEN REALTY CP [0.52%]
ASHLAND INC (NEW) [0.48%]
GANNETT CO INC [0.46%]
UNIVERSAL HLTH SVC B [0.45%]
AGL RESOURCES INC [0.43%]
OSHKOSH CP [0.43%]
CORR CP OF AM (NEW) [0.41%]
ATMOS ENERGY CP [0.41%]

30-Jun-09
GENWORTH FINANCIAL [0.61%]
AGL RESOURCES INC [0.49%]
ATMOS ENERGY CP [0.46%]
APTAR GROUP INC [0.46%]
WADDELL&REED FIN INC [0.45%]
UNIVERSAL HLTH SVC B [0.45%]
CHIMERA INVESTMENT [0.43%]
GREAT PLAINS ENERGY [0.42%]
GALLAGHER ARTHUR J [0.42%]
SOUTHERN UNION CO [0.42%]

31-Mar-09
Seagate Technology [0.75%]
OGE Energy Corp. [0.56%]
Atmos Energy Corp. [0.54%]
AptarGroup Inc. [0.53%]
AGL Resources Inc. [0.52%]
Realty Income Corp. [0.5%]
Westar Energy Inc [0.48%]
Piedmont Natural Gas Co., Inc. [0.48%]
Valspar Corp. [0.48%]
Universal Health Services, Inc. [0.46%]
Click here for Stock Holding Change Map in Vanguard Small Cap Value Index Fund (VISVX)

  

Related books and products to Vanguard Small Cap Value Index Fund (VISVX)

  

Latest News on Vanguard Small Cap Value Index (VISVX)

See what is happening with Vanguard Small Cap Value Index Fund (VISVX)

 

Books and Resources

 

 

See more information on Vanguard Small Cap Value Index Fund (VISVX)