VSMVX Mutual Fund
VSMVX Mutual Fund
Vanguard S&P Small Cap 600 Value Index Fund Institutional
VSMVX Mutual Fund Overview
VSMVX Mutual Fund (Vanguard S&P Small Cap 600 Value Index Fund Institutional) is managed by Vanguard (US) with $105.4M in net assets. VSMVX expense ratio is 0.03%, holding 464 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2014-11-19.
VSMVX performance shows a YTD return of 19.97%. The 1-year return is 39.77% and the 5-year return is 7.26%. VSMVX dividend yield stands at 2.19%, paid quarterly.
VSMVX top holdings include Eastman Chemical Co. (1.1%), Jackson Financial Inc USD (1.0%), Lkq (1.0%), Match Group Inc (0.9%), Celanese Corp. (0.9%). View all VSMVX holdings, sector breakdown, or dividend history.
VSMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VSMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.