Vanguard Mid Cap Value Fund Quote
| VMVIX Fund | USD 63.27 0.40 0.63% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Mid-cap is trading at 63.27 as of the 22nd of March 2025; that is 0.63 percent down since the beginning of the trading day. The fund's open price was 63.67. Vanguard Mid-cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 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
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 | 31st of March 2025 |
| Expense Ratio Date | 26th of April 2019 |
| Fiscal Year End | December |
Vanguard Mid Cap Value [VMVIX] is traded in USA and was established 22nd of March 2025. 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 0.49% with the current yeild of 0.02%, while the total return for the last 3 years was 6.23%.
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
| DAL | Delta Air Lines | Stock | Industrials | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| DFS | Discover Financial Services | Stock | Financials | |
| MRVL | Marvell Technology Group | Stock | Information Technology | |
| CLX | The Clorox | Stock | Consumer Staples | |
| KEY | KeyCorp | Stock | Financials | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| NEM | Newmont Goldcorp Corp | Stock | Materials |
Vanguard Mid Cap Risk Profiles
| Mean Deviation | 0.6778 | |||
| Standard Deviation | 0.8679 | |||
| Variance | 0.7532 | |||
| Risk Adjusted Performance | (0.06) |
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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