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Morningstar

Vanguard Selected Value Inv VASVX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 28.92  /  +0.31 %
  • Total Assets 7.3 Bil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.49%
  • Turnover 27%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis VASVX

Will VASVX outperform in 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.

Pzena Announces Portfolio Manager Change to Subadvisor of Vanguard Selected Value; Ratings Unchanged

null Chris Tate

Chris Tate

Analyst Note

Pzena has announced that Rich Pzena will step away from portfolio management of Pzena Mid Cap Value, a subadvisor for Vanguard Selected Value, effective Jan. 1, 2024. Pzena will retain his chairman and co-CIO roles, as well as other portfolio management responsibilities at the firm.

by Chris Tate
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 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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