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Vanguard Mid-Cap Value Index Inv (VMVIX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Mid-Cap Value Index Inv (VMVIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Vanguard Mid-Cap Value Index Inv Fund (VMVIX) ManagerFund Manager - Michael A. Johnson

Fund Manager Information

Fund Manager Tenure: 2.3 years
Fund Family: Vanguard
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of Vanguard Mid-Cap Value Index Inv Fund (VMVIX) ProfileVanguard Mid-Cap Value Index Inv Fund (VMVIX) Profile

Fund Profile and Description

Vanguard Mid-Cap Value Index Inv Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization value stocks Vanguard Mid-Cap Value Index Inv Fund employs a passive management approach designed to track the performance of the MSCI US Mid Cap Value Index, a broadly diversified index of value stocks of medium-size U.S. companies.

 

Vanguard Mid-Cap Value Index Inv (VMVIX) Fund Strength What we like about Vanguard Mid-Cap Value Index Inv (VMVIX) Fund

Data for Vanguard Mid-Cap Value Index Inv Fund (VMVIX) as of May 30, 2016

  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) has good short-term performance (1-year return -1.52% vs -3.20% Mid-Cap Value category median performance)
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) has good mid-term performance (3-year return 10.56% vs 8.20% Mid-Cap Value category median performance)
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) has good Long-term performance (5-year return 10.84% vs 8.87% Mid-Cap Value category median performance)
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Mid-Cap Value Index Inv Fund (VMVIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) has an annual stock turnover rate of 20.00% vs Mid-Cap Value average of 53.78%. It is good that Vanguard Mid-Cap Value Index Inv management does not trade extensively for its return.
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.72, lower than category average of 12.6
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) has a lower expense ratio than its Mid-Cap Value average: 0.20% vs 1.18%
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Mid-Cap Value Index Inv Fund (VMVIX) Weakness What we are cautious about Vanguard Mid-Cap Value Index Inv (VMVIX) Fund

Data for Vanguard Mid-Cap Value Index Inv Fund (VMVIX) as of May 30, 2016

  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) management has been with Vanguard Mid-Cap Value Index Inv Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Mid-Cap Value Index Inv Fund (VMVIX) ratio of up-years vs down years can be improved
See Vanguard Mid-Cap Value Index Inv Fund (VMVIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Mid-Cap Value Index Inv Fund (VMVIX)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 Mid-Cap Value Index Inv4.10-1.5210.5610.84
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 Mid-Cap Value Index Inv Fund (VMVIX)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 Mid-Cap Value Index Inv Fund (VMVIX) Net Asset TrackingVanguard Mid-Cap Value Index Inv (VMVIX) Fund Net Asset

Track net asset change of Vanguard Mid-Cap Value Index Inv fund (VMVIX)

DateNet Asset
05/2016$10.25B
03/2016$9.58B
02/2016$8.51B
More historic net asset information on Vanguard Mid-Cap Value Index Inv Fund (VMVIX)

  

Graph of Vanguard Mid-Cap Value Index Inv Fund (VMVIX) Portfolio TrackingVanguard Mid-Cap Value Index Inv (VMVIX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Mid-Cap Value Index Inv fund (VMVIX)

DateCashStockBondOther
04/20160.19%99.81%0%0%
03/20160.74%99.26%0%0%
01/20160.39%99.61%0%0%
Click here to see more historic asset allocation information on Vanguard Mid-Cap Value Index Inv Fund (VMVIX)

 

graph of Vanguard Mid-Cap Value Index Inv Fund (VMVIX) Top 10 Position TrackingTop 10 Holdings in Vanguard Mid-Cap Value Index Inv (VMVIX) Fund

Discover what Vanguard Mid-Cap Value Index Inv Fund (VMVIX) manager is buying

Apr 29, 2016
Newell Brands Inc. Common Stock [1.19%]
ConAgra Foods, Inc. Common Stoc [1.17%]
Tyson Foods, Inc. Common Stock [1.17%]
Fidelity National Information S [1.12%]
Newmont Mining Corporation [1.12%]
WEC Energy Group, Inc. Common S [1.11%]
NVIDIA Corporation [1.1%]
Hartford Financial Services Gro [1.1%]
Eversource Energy (D/B/A) Commo [1.08%]
Nielsen Holdings PLC [1.08%]

Mar 30, 2016
Tyson Foods, Inc. Common Stock [1.18%]
ConAgra Foods, Inc. Common Stoc [1.17%]
WEC Energy Group, Inc. Common S [1.15%]
Hartford Financial Services Gro [1.14%]
Eversource Energy (D/B/A) Commo [1.12%]
NVIDIA Corporation [1.1%]
Nielsen Holdings PLC [1.1%]
Fidelity National Information S [1.08%]
Molson Coors Brewing Company Cl [1.01%]
Dr Pepper Snapple Group, Inc Dr [1.01%]

Jan 30, 2016
ConAgra Foods, Inc. Common Stoc [1.2%]
Dr Pepper Snapple Group, Inc Dr [1.18%]
WEC Energy Group, Inc. Common S [1.16%]
Eversource Energy (D/B/A) Commo [1.14%]
Fidelity National Information S [1.12%]
Clorox Company (The) Common Sto [1.11%]
Hartford Financial Services Gro [1.09%]
Nielsen Holdings PLC [1.06%]
M&T Bank Corporation Common Sto [1.05%]
Tyson Foods, Inc. Common Stock [1.05%]
Click here for Stock Holding Change Map in Vanguard Mid-Cap Value Index Inv Fund (VMVIX)

  

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Vanguard Mid-Cap Value Index Inv Fund (VMVIX) Related ResourcesSee more information on Vanguard Mid-Cap Value Index Inv (VMVIX) Fund

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