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Morningstar

Vanguard Selected Value Inv VASVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 27.43  /  0.07 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.58%
  • Turnover 26%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s 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.

Low fees are an advantage.

Senior Analyst

Summary

| by Jack Shannon

Vanguard Selected Value’s offsetting subadvisor lineup presents some challenges, but its low fees give it an edge versus peers, earning it a Morningstar Analyst Rating of Bronze.

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