Vanguard Selected Value Fund (VASVX) Fund Overview

Vanguard Selected Value Fund (VASVX) Financial Services Profile

Vanguard Selected Value Fund (VASVX) focuses on undervalued mid-cap stocks, employing a concentrated portfolio strategy. Managed by multiple advisors, it seeks long-term growth by identifying companies out of favor with investors. The fund's performance can significantly deviate from broader market indices due to its specific stock selection approach.

What Is the Investment Thesis for VASVX?

The fund's strategy of investing in out-of-favor companies, managed by multiple independent advisors, offers diversification of thought and approach. With a market cap of $6.72 billion and a beta of 0.98, VASVX exhibits moderate volatility relative to the broader market. Key catalysts include the potential for mean reversion in undervalued stocks and the advisors' ability to identify companies with strong fundamentals that are temporarily facing market headwinds. However, the fund's concentrated portfolio and focus on mid-cap stocks also present risks, including higher volatility and potential underperformance during periods of market exuberance. The fund's success hinges on the advisors' stock-picking abilities and the market's eventual recognition of the intrinsic value of the companies in its portfolio.

Based on FMP financials and quantitative analysis

VASVX Key Highlights

Market capitalization of $6.72 billion, indicating a mid-cap focus.

• Beta of 0.98, suggesting volatility similar to the overall market.
• The fund employs three independent advisors, each with their own distinct value-oriented investment methodologies.
• The fund invests in stocks that are considered undervalued and out of favor with the broader investment community.
• The fund is typically concentrated in a small number of stocks, which can lead to significant volatility.

Who Are VASVX's Competitors?

VASVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are VASVX's Key Strengths?

Experienced advisors with value investing expertise.

• Vanguard's low-cost structure.
• Diversification of thought through multiple advisors.
• Focus on undervalued stocks with potential for appreciation.

What Are VASVX's Weaknesses?

Concentrated portfolio leading to higher volatility.

• Dependence on advisors' stock-picking abilities.
• Potential for underperformance during growth-oriented market cycles.
• Focus on mid-cap stocks limits investment universe.

What Are the Key Risks for VASVX?

Concentrated portfolio leading to higher volatility.

• Dependence on advisors' stock-picking abilities.
• Economic downturn negatively impacting mid-cap companies.
• Rising interest rates increasing borrowing costs for companies.

What Threats Does VASVX Face?

• Competition from other value funds and passive investment strategies.
• Economic downturn negatively impacting mid-cap companies.
• Rising interest rates increasing borrowing costs for companies.
• Regulatory changes impacting the asset management industry.

What Are VASVX's Competitive Advantages?

• Experienced advisors with proven track records in value investing.
• Vanguard's reputation for low costs and investor-friendly practices.
• Diversification of thought and approach through multiple independent advisors.

What Does VASVX Do?

Vanguard Selected Value Fund (VASVX) is an actively managed mutual fund that seeks to provide long-term capital appreciation by investing primarily in mid-sized companies. The fund's investment strategy revolves around identifying stocks that are considered undervalued and out of favor with the broader investment community. This contrarian approach is executed by three independent advisors, each employing their own distinct value-oriented investment methodologies. The fund's focus on mid-cap stocks, combined with its concentrated portfolio, means that its performance can differ substantially from that of the overall stock market. This characteristic makes VASVX suitable for investors with a long-term investment horizon who are comfortable with potentially higher levels of volatility. The fund can serve as a complementary holding within a diversified portfolio, offering exposure to a segment of the market that may not be adequately represented by broader index funds. VASVX's investment philosophy is rooted in the belief that market inefficiencies create opportunities to purchase undervalued stocks that have the potential to generate significant returns over time. The fund's advisors conduct in-depth fundamental analysis to identify companies with strong underlying businesses that are temporarily facing challenges or are simply overlooked by other investors. By focusing on these out-of-favor stocks, VASVX aims to deliver superior long-term performance for its investors.

What Products and Services Does VASVX Offer?

• Invests primarily in mid-sized companies.
• Seeks long-term capital appreciation.
• Identifies stocks that are considered undervalued and out of favor with investors.
• Employs three independent advisors, each with their own distinct value-oriented investment methodologies.
• Maintains a concentrated portfolio, typically holding a small number of stocks.
• Conducts in-depth fundamental analysis to identify companies with strong underlying businesses.

How Does VASVX Make Money?

• Generates revenue through management fees charged as a percentage of assets under management (AUM).
• AUM fluctuates based on market performance and investor inflows/outflows.
• Expenses include advisor fees, operating costs, and distribution expenses.

What Industry Does VASVX Operate In?

The asset management industry is characterized by intense competition, evolving regulatory landscapes, and increasing demand for specialized investment strategies. Vanguard Selected Value Fund operates within this environment, focusing on a specific niche: undervalued mid-cap stocks. The fund's contrarian approach differentiates it from many of its peers, who may focus on growth stocks or follow broader market indices. The industry is also experiencing a shift towards lower fees and passive investing, which presents both challenges and opportunities for actively managed funds like VASVX. Competitors such as DFAE, DFEM, EWZ, FXI, and HEFA offer alternative investment strategies and may appeal to different investor preferences.

Who Are VASVX's Key Customers?

• Individual investors seeking long-term capital appreciation.
• Financial advisors recommending investment strategies to their clients.
• Institutional investors looking for exposure to undervalued mid-cap stocks.

VASVX Financials

VASVX Latest News

No recent news available for VASVX.

VASVX Analyst Consensus

VASVX MoonshotScore

Common Questions About VASVX (Financials)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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