We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Image: Bigstock
Why Vanguard Value Index Investor (VIVAX) Worth Another Look?
Vanguard Value Index Investor Fund (VIVAX - Free Report) long-term growth of capital and income from dividends. VIVAX holds all of the stocks in the unmanaged Standard and Poor's Value Index in approximately the same proportions as those stocks represent in the index. VIVAX attempts to match the performance of the index and remains fully invested in stocks at all times. The management does not speculate on the direction of the index.
This All Cap Value producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 9.6% and 5 year 14.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
The Vanguard Value Index Investor fund, as of the last filing, allocates their fund in top two major groups; Large Value and Intermediate Bond. Further, as of the last filing, Microsoft Corp, Exxon Mobil Corp and Johnson & Johnson were the top holdings for VIVAX.
This Zacks Rank #1 (Strong Buy) was incepted in November 1992 and is managed by Vanguard Group. VIVAX carries an expense ratio of 0.18% and requires a minimal initial investment of $3,000.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>