VIVAX Mutual Fund

VIVAX Mutual Fund (Vanguard Morningstar Value Index Fund Investor Class) is managed by Vanguard (US) with $150.6M in net assets. VIVAX expense ratio is 0.17%, holding 319 positions across sectors including Financials, Industrials, Health Care. Inception date: 1992-11-02.

VIVAX performance shows a YTD return of 21.07%. The 1-year return is 25.13% and the 5-year return is 12.28%. VIVAX dividend yield stands at 1.70%, paid quarterly.

VIVAX top holdings include Micron Technology Inc (3.9%), JPMorgan Chase & Co (3.5%), Berkshire Hathaway Inc Brk/B Us Equity (2.9%), Exxon Mobil Corp. (2.4%), Johnson & Johnson - Common (2.3%). Go to all VIVAX holdings, VIVAX sectors, or VIVAX dividends.

VIVAX can be compared against other funds. Use VIVAX overlap to find shared positions, or VIVAX vs another fund for a side-by-side view. VIVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.