VCVLX Rating, Research - Vanguard Capital Value Inv

Vanguard Capital Value Inv (vcvlx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands


Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 199

Threats + Weaknesses = 110

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vcvlx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Capital Value Inv (VCVLX) Description: VCVLX is a mutual fund, which is an investment that owns a basket of assets. The VCVLX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a short management tenure and is in the large fund size classification. VCVLXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VCVLXs expense ratio is roughly 0.47%. The latest VCVLXs front end load was 0% and the back end load was 0%. The Vanguard Capital Value Inv (VCVLX) mutual fund falls under the large-cap mixed category. VCVLX focuses its investments in USA and VCVLX is not affiliated with a particular industry or fund sector. The Vanguard Capital Value Inv (VCVLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VCVLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VCVLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks results that correspond to the aggregate price and dividend performance of the securities in the S&P 500 Index. The fund invests in stocks (see stock research) included in the S&P 500 Index and also may invest in stock index futures. The funds adviser attempts to track the performance of the S&P 500 Index. Under normal circumstances, the fund invests at least 80% of the funds assets in stocks (see stock research) of companies included in the index or indices identified by the fund and in derivative instruments that provide exposure to stocks (see stock research) of such companies.

Management Analysis Update

Performance Analysis Update