Morningstar

Vanguard Selected Value Fund Investor Shares VASVX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $29.84  /  +0.20 %
  • Fund Size $6.6B
  • Adjusted Expense Ratio 0.340%
  • Net Expense Ratio 0.340%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 1.76%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis VASVX

Will VASVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VASVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VASVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VASVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Less than the sum of its parts.

Sbidag Demerjian

Sbidag Demerjian

Summary

Vanguard Selected Value is run by three decent subadvisors with differentiated approaches, though the combination can produce a volatile and occasionally unbalanced aggregate portfolio. It earns Average People and Process ratings.

by Sbidag Demerjian
Rated on Published on

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Portfolio Holdings VASVX

More VASVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
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