About VIVAX
Vanguard Value Index Fund Investor Shares is a mutual fund designed to mirror the performance of the CRSP US Large Cap Value Index, making it a prominent representative of the large-cap value fund category. Its core objective is to provide investors with exposure to a diversified portfolio of established U.S. companies that exhibit value characteristics, such as relatively low price-to-book and price-to-earnings ratios. The fund employs a passive, indexing approach, investing in all the stocks that comprise its benchmark index, which currently includes over 330 holdings spanning multiple sectors such as financial services, healthcare, energy, and consumer goods. Notable holdings include companies like Broadcom Inc., Berkshire Hathaway Inc., JPMorgan Chase & Co., and Exxon Mobil Corp. With an emphasis on low costs, the fund maintains a low expense ratio and minimal turnover, appealing to investors seeking cost-efficient, long-term exposure to value stocks. Distributions are made quarterly, and the fund pays a regular dividend yield, reflecting its role as a foundational holding for those aiming for steady income and diversification in large-cap U.S. equities.
Fund Family Vanguard
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VIVAX
Share Class Investor Shares
Index CRSP US Large Cap Value TR
VIVAX had a total return of 25.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.20%.
