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Apart from being one of the leading investment management companies in the world, Vanguard is also popular among investors for its low-cost funds. The company offers nearly 300 low-cost funds, which enables the company to attract a significant portion of investor assets. As of June 30, 2016, the company has over $3.5 trillion of assets under management. Founded by John C. Bogle in 1975, the company now offers asset management and financial planning services to around 20 million investors 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 Small-Cap Equity Investor (VSTCX - Free Report) seeks growth of capital over the long run. VSTCX invests the lion’s share of its assets in securities of domestic small cap companies that are expected to be undervalued as well as have strong growth prospects. VSTCX seeks to maintain a risk profile similar to the MSCI US Small Cap 1750 Index. The Vanguard Strategic Small-Cap Equity Investor fund has a three-year annualized return of 8.3%.
As of September 2016, VSTCX held 293 issues with 0.83% of its assets invested in Computer Sciences Corp.
Vanguard Value Index Investor (VIVAX - Free Report) invests nearly all its assets in stocks of companies which are included in the CRSP US Large Cap Value Index. VIVAX seeks to replicate the performance of the index by investing a proportion of its assets in each stock as its weighting in the index. The Vanguard Value Index Investor fund has a three-year annualized return of 9.6%.
Gerard O’Reilly has been one the fund managers of VIVAX since 1994.
Vanguard High Dividend Yield Index Investor seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. VHDYX employs an indexing investment approach designed to track the performance of the FTSE High Dividend Yield Index, which consists of common stocks of companies that pay above-average dividends. The Vanguard High Dividend Yield Index Investor fund has a three-year annualized return of 10.3%.
VHDYX has an expense ratio of 0.15% compared with the category average of 1.07%.
Vanguard Capital Opportunity Investor (VHCOX - Free Report) invests heavily in securities of domestic stocks that are expected to provide strong future earnings growth prospects. Though VHCOX invests in securities of companies irrespective of their market capitalizations, it may focus on acquiring mid-cap securities. VHCOX invests in stocks that have the potential to outpace the broader markets over a three- to five-year time frame and are also available at discounted prices. The Vanguard Capital Opportunity Investor fund has a three-year annualized return of 10.5%.
As of September 2016, VHCOX held 136 issues with 5.97% of its assets invested in Biogen Inc.
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4 Zacks #1 Rank Vanguard Mutual Funds
Apart from being one of the leading investment management companies in the world, Vanguard is also popular among investors for its low-cost funds. The company offers nearly 300 low-cost funds, which enables the company to attract a significant portion of investor assets. As of June 30, 2016, the company has over $3.5 trillion of assets under management. Founded by John C. Bogle in 1975, the company now offers asset management and financial planning services to around 20 million investors 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 four 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 Small-Cap Equity Investor (VSTCX - Free Report) seeks growth of capital over the long run. VSTCX invests the lion’s share of its assets in securities of domestic small cap companies that are expected to be undervalued as well as have strong growth prospects. VSTCX seeks to maintain a risk profile similar to the MSCI US Small Cap 1750 Index. The Vanguard Strategic Small-Cap Equity Investor fund has a three-year annualized return of 8.3%.
As of September 2016, VSTCX held 293 issues with 0.83% of its assets invested in Computer Sciences Corp.
Vanguard Value Index Investor (VIVAX - Free Report) invests nearly all its assets in stocks of companies which are included in the CRSP US Large Cap Value Index. VIVAX seeks to replicate the performance of the index by investing a proportion of its assets in each stock as its weighting in the index. The Vanguard Value Index Investor fund has a three-year annualized return of 9.6%.
Gerard O’Reilly has been one the fund managers of VIVAX since 1994.
Vanguard High Dividend Yield Index Investor seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. VHDYX employs an indexing investment approach designed to track the performance of the FTSE High Dividend Yield Index, which consists of common stocks of companies that pay above-average dividends. The Vanguard High Dividend Yield Index Investor fund has a three-year annualized return of 10.3%.
VHDYX has an expense ratio of 0.15% compared with the category average of 1.07%.
Vanguard Capital Opportunity Investor (VHCOX - Free Report) invests heavily in securities of domestic stocks that are expected to provide strong future earnings growth prospects. Though VHCOX invests in securities of companies irrespective of their market capitalizations, it may focus on acquiring mid-cap securities. VHCOX invests in stocks that have the potential to outpace the broader markets over a three- to five-year time frame and are also available at discounted prices. The Vanguard Capital Opportunity Investor fund has a three-year annualized return of 10.5%.
As of September 2016, VHCOX held 136 issues with 5.97% of its assets invested in Biogen Inc.
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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