VBCVX Mutual Fund

VBCVX Mutual Fund

NAV$18.65
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Fund Essentials - as of Jun 30, 2026

Net Assets
$676M
Expense Ratio
0.65%
Dividend Yield (Current)
7.49%
Holdings
162
Inception Date
Dec 5, 2005
Fund Family
VALIC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+19.31%
1 Year+29.71%
3 Year+19.09%
5 Year+12.82%
10 Year+11.98%

Asset Allocation

Stocks: 98.06%
Other: 1.94%
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Top Holdings

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TickerNameWeight
AMZNAmazon.Com Inc5.97%
AAPLApple, Inc5.31%
MSFTMicrosoft Corp3.95%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.34%
JPMJpmorgan Chase3.34%
Top 10 Concentration: 30.63%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
7.49%
Frequency
Annually
Latest Distribution
$2.75
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VBCVX Mutual Fund Overview

VBCVX Mutual Fund (VALIC Company I Systematic Value Fund) is managed by VALIC with $675.8M in net assets. VBCVX expense ratio is 0.65%, holding 162 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-12-05.

VBCVX performance shows a YTD return of 19.31%. The 1-year return is 29.71% and the 5-year return is 12.82%. VBCVX dividend yield stands at 7.49%, paid annually.

VBCVX top holdings include Amazon.Com Inc (6.0%), Apple, Inc (5.3%), Microsoft Corp (4.0%), Berkshire Hathaway Inc Brk/B Us Equity (3.3%), Jpmorgan Chase (3.3%). Go to all VBCVX holdings, VBCVX sectors, or VBCVX dividends.

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