VIVAX Mutual Fund

VIVAX Mutual Fund (Vanguard Morningstar Value Index Fund Investor Class) is managed by Vanguard (US) with $1.44B in net assets. VIVAX expense ratio is 0.17%, holding 312 positions across sectors including Financials, Industrials, Health Care. Inception date: 1992-11-02.

VIVAX performance shows a YTD return of 14.02%. The 1-year return is 25.38% and the 5-year return is 11.90%. VIVAX dividend yield stands at 1.74%, paid quarterly.

VIVAX top holdings include Berkshire Hathaway, Inc. (3.0%), Jpmorgan Chase (3.0%), Exxon Mobil Corp. (2.9%), Johnson & Johnson - Common (2.4%), Walmart, Inc. (2.2%). 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.