Vanguard Small Cap Value Index Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 5 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.64 percent over the past year, 14.71 percent over the past three years, 28.22 percent over the past five years, and 9.38 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.1%
1 Year 28.6%
3 Years (Annualized) 14.7%
5 Years (Annualized) 28.2%
10 Years (Annualized) 9.4%

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Summary

The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. It 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.

Fees

Fees are Low compared to funds in the same category.
Vanguard Small Cap Value Index Fund has an expense ratio of 0.08 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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