Vanguard Small Cap Value Fund Quote
VSIAX Fund | USD 82.02 1.68 2.09% |
Performance8 of 100
| Odds Of DistressLess than 38
|
Vanguard Small-cap is trading at 82.02 as of the 28th of March 2024; that is 2.09 percent up since the beginning of the trading day. The fund's open price was 80.34. Vanguard Small-cap has about a 38 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Small Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
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. 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 Small Cap Value
Moving together with Vanguard Mutual Fund
0.77 | USG | USCF Gold Strategy Symbol Change | PairCorr |
0.96 | VMIAX | Vanguard Materials Index | PairCorr |
0.61 | VMLUX | Vanguard Limited-term | PairCorr |
0.71 | VMNVX | Vanguard Global Minimum | PairCorr |
0.9 | VVIAX | Vanguard Value Index | PairCorr |
0.88 | VMMSX | Vanguard Emerging Markets | PairCorr |
Vanguard Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Small-cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Small-cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Vanguard Funds, Large Funds, Small Value Funds, Small Value, Vanguard, Large, Small Value (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 28th of April 2023 |
Fiscal Year End | December |
Vanguard Small Cap Value [VSIAX] is traded in USA and was established 28th of March 2024. Vanguard Small-cap is listed under Vanguard category by Fama And French industry classification. The fund is listed under Small Value category and is part of Vanguard family. This fund at this time has accumulated 46.15 B in net assets with no minimum investment requirementsVanguard Small-cap Value is currently producing year-to-date (YTD) return of 4.5% with the current yeild of 0.02%, while the total return for the last 3 years was 6.25%.
Check Vanguard Small-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 Small 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 Small Cap Value Mutual Fund Constituents
KAR | KAR Auction Services | Stock | Industrials |
NNN | National Retail Properties | Stock | Real Estate |
EWBC | East West Bancorp | Stock | Financials |
TER | Teradyne | Stock | Information Technology |
TFX | Teleflex Incorporated | Stock | Health Care |
TXG | 10X Genomics | Stock | Health Care |
SPR | Spirit Aerosystems Holdings | Stock | Industrials |
Vanguard Small-cap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Vanguard Small-cap jumping above the current price in 90 days from now is near 1%. The Vanguard Small Cap Value probability density function shows the probability of Vanguard Small-cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.5005. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard Small-cap will likely underperform. Additionally, vanguard Small Cap Value has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of Vanguard Small-cap to move above the current price in 90 days from now is near 1 (This Vanguard Small Cap Value probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .
Vanguard Small-cap Top Holders
MHELX | Mh Elite Small | Mutual Fund | Allocation--85%+ Equity |
Vanguard Small-cap Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Small-cap market risk premium is the additional return an investor will receive from holding Vanguard Small-cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Small-cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Small-cap's alpha and beta are two of the key measurements used to evaluate Vanguard Small-cap's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.6962 | |||
Semi Deviation | 0.8914 | |||
Standard Deviation | 0.9375 | |||
Variance | 0.8788 |
Vanguard Small-cap Against Markets
Picking the right benchmark for Vanguard Small-cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Small-cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Small-cap is critical whether you are bullish or bearish towards Vanguard Small Cap Value at a given time. Please also check how Vanguard Small-cap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Small-cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Vanguard Mutual Fund?
Before investing in Vanguard Small-cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Small-cap. To buy Vanguard Small-cap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Small-cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Small-cap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Small Cap Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Small Cap Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Small Cap Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Vanguard Small Cap Value?
The danger of trading Vanguard Small Cap Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Small-cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Small-cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Small-cap Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Small Cap Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Vanguard Small-cap Value information on this page should be used as a complementary analysis to other Vanguard Small-cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Complementary Tools for Vanguard Mutual Fund analysis
When running Vanguard Small-cap's price analysis, check to measure Vanguard Small-cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Small-cap is operating at the current time. Most of Vanguard Small-cap's value examination focuses on studying past and present price action to predict the probability of Vanguard Small-cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Small-cap's price. Additionally, you may evaluate how the addition of Vanguard Small-cap to your portfolios can decrease your overall portfolio volatility.
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