Vanguard Mid Cap Value Fund Quote
| VMVIX Fund | USD 68.13 0.91 1.35% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Vanguard Mid-cap is trading at 68.13 as of the 21st of November 2024; that is 1.35 percent up since the beginning of the trading day. The fund's open price was 67.22. Vanguard Mid-cap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Vanguard Mid Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. 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
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Vanguard, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 26th of April 2019 |
| Fiscal Year End | December |
Vanguard Mid Cap Value [VMVIX] is traded in USA and was established 21st of November 2024. Vanguard Mid-cap 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 19.36% with the current yeild of 0.02%, while the total return for the last 3 years was 6.84%.
Check Vanguard Mid-cap 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
| RF | Regions Financial | Stock | Financials | |
| KEY | KeyCorp | Stock | Financials | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| CLX | The Clorox | Stock | Consumer Staples | |
| DFS | Discover Financial Services | Stock | Financials | |
| MRO | Marathon Oil | Stock | Energy | |
| NUE | Nucor Corp | Stock | Materials | |
| VLO | Valero Energy | Stock | Energy |
Vanguard Mid Cap Risk Profiles
| Mean Deviation | 0.5281 | |||
| Semi Deviation | 0.3542 | |||
| Standard Deviation | 0.6553 | |||
| Variance | 0.4295 |
Vanguard Mid-cap Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Mid-cap 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-cap security.
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