VSPVX Mutual Fund
VSPVX Mutual Fund
Vanguard S&P 500 Value Index Fund Institutional Class
VSPVX Mutual Fund Overview
VSPVX Mutual Fund (Vanguard S&P 500 Value Index Fund Institutional Class) is managed by Vanguard (US) with $216.4M in net assets. VSPVX expense ratio is 0.05%, holding 444 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2015-03-03.
VSPVX performance shows a YTD return of 7.63%. The 1-year return is 18.34% and the 5-year return is 11.22%. VSPVX dividend yield stands at 2.18%, paid quarterly.
VSPVX top holdings include Apple, Inc (7.0%), Amazon.Com Inc (4.3%), Exxon Mobil Corp. (2.3%), Walmart, Inc. (2.0%), Costco Wholesale Corp. (1.6%). View all VSPVX holdings, sector breakdown, or dividend history.
VSPVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VSPVX alternatives are available via the screener, along with tax-loss harvesting opportunities.