VUVLX : Vanguard U.S. Value Fund Investor Shares

VUVLX is a US Stocks Market Large Value with LOW fees.

VUVLX

Vanguard U.S. Value Fund Investor Shares

FI Score

77 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

77% FI Score
  • vuvlx
  • Mutual Fund
  • US Stocks
  • Large Value

Vanguard U.S. Value Fund Investor Shares

Expenses: 0.22% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and income. The fund invests substantially all of its assets in U.S. common stocks, with a focus on value stocks-those that are generally out of favor with investors and that typically (but not always) have lower-than-average price/earnings (P/E) ratios. The advisor selects stocks of primarily large and mid-size companies by using a quantitative process to identify stocks that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers.

Largest Holdings

Amount Holding
3.20% JPMorgan Chase & Co
3.18% Johnson & Johnson
2.93% Berkshire Hathaway Inc Class B
2.74% Procter & Gamble Co
2.17% Bank of America Corp
2.11% Verizon Communications Inc
2.00% Intel Corp
1.85% Chevron Corp
1.66% Philip Morris International Inc
1.56% Walmart Inc
1.55% AT&T Inc
1.31% Exxon Mobil Corp
1.23% Southern Co
1.22% General Electric Co
1.11% Anthem Inc
1.08% Bristol-Myers Squibb Company
1.03% Pfizer Inc
1.00% The Walt Disney Co
1.00% Exelon Corp
0.95% Allstate Corp
0.93% Citigroup Inc
0.90% Abbott Laboratories
0.90% FirstEnergy Corp
0.87% The Home Depot Inc
0.85% Morgan Stanley

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