Vanguard Mid Cap Value Fund Quote

VMVIX Fund  USD 65.77  0.67  1.03%   

Performance

1 of 100

 
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Odds Of Distress

Less than 22

 
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Vanguard Mid is trading at 65.77 as of the 30th of January 2025; that is 1.03 percent up since the beginning of the trading day. The fund's open price was 65.1. Vanguard Mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Value Index, a broadly diversified index of value stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.. More on Vanguard Mid Cap Value

Moving together with Vanguard Mutual Fund

  0.87VMIAX Vanguard Materials IndexPairCorr
  0.93VMNVX Vanguard Global MinimumPairCorr

Vanguard Mutual Fund Highlights

Fund ConcentrationVanguard Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Vanguard, Large, Mid-Cap Value (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date26th of April 2019
Fiscal Year EndDecember
Vanguard Mid Cap Value [VMVIX] is traded in USA and was established 30th of January 2025. Vanguard Mid is listed under Vanguard category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Vanguard family. This fund at this time has accumulated 19.07 B in net assets with no minimum investment requirementsVanguard Mid Cap is currently producing year-to-date (YTD) return of 3.08% with the current yeild of 0.02%, while the total return for the last 3 years was 7.1%.
Check Vanguard Mid Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Mid Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Mid Cap Value Mutual Fund Constituents

PFGPrincipal Financial GroupStockFinancials
FCXFreeport McMoran Copper GoldStockMaterials
RFRegions FinancialStockFinancials
NEMNewmont Goldcorp CorpStockMaterials
DALDelta Air LinesStockIndustrials
MROMarathon OilStockEnergy
DFSDiscover Financial ServicesStockFinancials
DHIDR HortonStockConsumer Discretionary
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Vanguard Mid Cap Risk Profiles

Vanguard Mid Against Markets

Other Information on Investing in Vanguard Mutual Fund

Vanguard Mid financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Mid security.
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