Vanguard US Value Inv (VUVLX) a Zacks Ranked #1 (Strong Buy) seeks long-term capital growth and income. VUVLX invests its assets in U.S. common stocks, with a focus on value stocks-those that are generally out of favor with investors and that typically have lower-than-average price/earnings (P/E) ratios. The advisor selects stocks of primarily large and mid-size companies by using a quantitative process to identify stocks that the advisor believes offer a good balance between strong growth prospects and reasonable valuations relative to their industry peers.
This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Intermediate Bond, Small Growth. Further, as of the last filing, WELLS FARGO & CO, EXXON MOBIL CORP and GENERAL ELECTRIC CO were the top holdings for VUVLX.
The Vanguard US Value Inv fund, managed by Vanguard Group , carries an expense ratio of 0.28. Moreover, VUVLX requires a minimal initial investment of $3,000.
VUVLX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 9.82%, 3 year 21.66%, and 5 year 16.97%. To see how this fund performed compared in its category, please click here.
VUVLX’s performance, as of the last filing, when compared to funds in its category was in the top 60% in 1 year, top 10% over the past 3 years, and in the 14% over the past 5 years.
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