Is Vanguard US Value Investor Fund (VUVLX) Worth Another Look?

Vanguard US Value Investor (VUVLX) a Zacks Rank #1 (Strong Buy) was incepted in July 2000. VUVLX seeks growth of capita and income over the long run. VUVLX invests nearly all of its assets in undervalued stocks of companies that are domiciled in the U.S. VUVLX looks for price/earnings (P/E) ratios lower than industry averages in order to identify undervalued common stocks. VUVLX primarily invests in companies with large- and mid-capitalizations. VUVLX invests in undervalued stocks that also have impressive growth prospects.

DFUVX seeks long-term capital appreciation. DFUVX invests in securities of US companies whose size (market capitalization) falls within the largest 90% of the market universe. The market universe is comprised of companies listed on the New York Stock Exchange, American Stock Exchange, and NASDAQ National Market System. DFUVX invests in value stocks and securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value.

This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Foreign Bond and Small Value. Further, as of the last filing, Exxon Mobil (NYSE:XOM), Johnson & Johnson (NYSE:JNJ) and General Electric (NYSE:GE) were the top holdings for VUVLX.

Vanguard US Value Investor, managed by Vanguard Group, carries an expense ratio of 0.23%. Moreover, VUVLX requires a minimal initial investment of $3,000.

VUVLX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 9.15%, 3 year 10.41% and 5 year 14.67%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

VUVLX’s performance, as of the last filing, when compared to funds in its category was in the top 25% in 1 year, top 37% over the past 3 years, and in the 9% over the past 5 years.

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