While the subadvisor mix on Vanguard Selected Value is underwhelming, its low fees give it an edge versus peers, supporting a Morningstar Analyst Rating of Bronze.
Vanguard Selected Value Inv VASVX
NAV / 1-Day Return
28.40
/
2.31
%
Total Assets
6.0 Bil
Adj. Expense Ratio
0.320%
Expense Ratio
0.320%
Fee Level
Low
Longest Manager Tenure
17.46
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
3,000
Status
Open
TTM Yield
1.31%
Turnover
30%
Morningstar’s Fund Analysis VASVX
Will VASVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VASVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VASVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VASVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Cost advantage makes this fund worth considering.
