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Why Vanguard Value Index Investor (VIVAX) Worth Another Look?

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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.

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