Vanguard Small Cap Value Index Inv (visvx)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Vanguard Small Cap Value Index Inv (VISVX) Description: VISVX is a mutual fund, which is an investment that owns a basket of assets. The VISVX 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 long management tenure and is in the large fund size classification. VISVXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VISVXs expense ratio is roughly 0%. The latest VISVXs front end load was 0% and the back end load was 0%. The Vanguard Small Cap Value Index Inv (VISVX) mutual fund falls under the small value category. VISVX focuses its investments in USA and VISVX is not affiliated with a particular industry or fund sector. The Vanguard Small Cap Value Index Inv (VISVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VISVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VISVXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stock of small companies that the adviser believes are undervalued. The adviser considers a company to be small capitalization if it has a total market capitalization no larger than the largest capitalized issuer included in the Russell 2000 Index. It may invest in foreign securities (including depositary receipts) that are listed in the United States on a national securities exchange. The fund may invest up to 20% of net assets in convertibles rated below investment grade and up to 5% of net assets in non-convertibles below investment grade.


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