VIVAX Rating, Research - Vanguard Value Index Inv

Vanguard Value Index Inv (vivax)

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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 = 146

Threats + Weaknesses = 100

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

Fund Management Team

Fund Description Update

Vanguard Value Index Inv (VIVAX) Description: VIVAX is a mutual fund, which is an investment that owns a basket of assets. The VIVAX 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. VIVAXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VIVAXs expense ratio is roughly 0%. The latest VIVAXs front end load was 0% and the back end load was 0%. The Vanguard Value Index Inv (VIVAX) mutual fund falls under the large-cap value category. VIVAX focuses its investments in USA and VIVAX is not affiliated with a particular industry or fund sector. The Vanguard Value Index Inv (VIVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VIVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VIVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of net assets in large capitalization companies whose market capitalizations are within the range of the companies within the Russell 1000 Value Index at the time of purchase. It may invest up to 20% of total assets in foreign securities. The fund may also invest in real estate investment trusts.

Management Analysis Update

Vanguard Value Index Inv's management team has a long history of working together. This helps ensure consistent future returns. The vivax fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update