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Best 3 Vanguard Mutual Funds to Add to Your Portfolio
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Founded by John C. Bogle in 1975, Vanguard is one of the world's largest investment management companies. With around $3 trillion of assets under management, the company offers around 175 domestic funds and 145 funds for foreign markets. It offers asset management and financial planning services to clients throughout the globe.
Vanguard stands out from the other mutual fund companies because it is owned by the funds themselves. The company believes that this structure helps management focus better on shareholder interests. Among the advantages Vanguard claims to offer, low-cost and no-load are notable.
Vanguard Strategic Equity Investor (VSEQX - Free Report) seeks long-term growth of capital. VSEQX invests a large portion of its assets in equity securities. VSEQX invests in both small- and mid-capitalization domestic equity securities. The fund selects securities that provide a balance between strong growth and reasonable valuations compared to industry peers. The Vanguard Strategic Equity Investor fund has a three-year annualized return of 11.2%.
VSEQX has an expense ratio of 0.21% as compared to the category average of 0.99%.
Vanguard US Value Fund Investor invests all of its assets in undervalued companies having low price/earnings (P/E) ratios. VUVLX focuses on acquiring stocks of large and mid-cap companies having impressive growth potential and favorable valuations. The fund seeks long-term capital growth and high income. Vanguard US Value Investor has a three-year annualized return of 9.7%.
As of June 2016, VWUSX held 248 issues with 4.01% of its assets invested in Exxon Mobile Corp.
Vanguard High-Yield Tax-Exempt (VWAHX - Free Report) seeks current income exempted from federal personal income taxes. VWAHX invests a large chunk of its assets in municipal securities that are rated investment grade by a nationally recognized statistical rating organization (NRSRO). However, a maximum of 20% of VWAHX’s assets may get invested in securities that are rated below investment grade. Vanguard High-Yield Tax-Exempt has a three-year annualized return of 8.2%.
VWAHX has an expense ratio of 0.20% as compared to the category average of 0.83%.
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Best 3 Vanguard Mutual Funds to Add to Your Portfolio
Founded by John C. Bogle in 1975, Vanguard is one of the world's largest investment management companies. With around $3 trillion of assets under management, the company offers around 175 domestic funds and 145 funds for foreign markets. It offers asset management and financial planning services to clients throughout the globe.
Vanguard stands out from the other mutual fund companies because it is owned by the funds themselves. The company believes that this structure helps management focus better on shareholder interests. Among the advantages Vanguard claims to offer, low-cost and no-load are notable.
Below we share with you three top-rated Vanguard mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Vanguard funds, their Zacks Rank and past performance.
Vanguard Strategic Equity Investor (VSEQX - Free Report) seeks long-term growth of capital. VSEQX invests a large portion of its assets in equity securities. VSEQX invests in both small- and mid-capitalization domestic equity securities. The fund selects securities that provide a balance between strong growth and reasonable valuations compared to industry peers. The Vanguard Strategic Equity Investor fund has a three-year annualized return of 11.2%.
VSEQX has an expense ratio of 0.21% as compared to the category average of 0.99%.
Vanguard US Value Fund Investor invests all of its assets in undervalued companies having low price/earnings (P/E) ratios. VUVLX focuses on acquiring stocks of large and mid-cap companies having impressive growth potential and favorable valuations. The fund seeks long-term capital growth and high income. Vanguard US Value Investor has a three-year annualized return of 9.7%.
As of June 2016, VWUSX held 248 issues with 4.01% of its assets invested in Exxon Mobile Corp.
Vanguard High-Yield Tax-Exempt (VWAHX - Free Report) seeks current income exempted from federal personal income taxes. VWAHX invests a large chunk of its assets in municipal securities that are rated investment grade by a nationally recognized statistical rating organization (NRSRO). However, a maximum of 20% of VWAHX’s assets may get invested in securities that are rated below investment grade. Vanguard High-Yield Tax-Exempt has a three-year annualized return of 8.2%.
VWAHX has an expense ratio of 0.20% as compared to the category average of 0.83%.
To view the Zacks Rank and past performance of all Vanguard mutual funds, investors can click here to see the complete list of funds.
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