VSMVX Mutual Fund

VSMVX Mutual Fund (Vanguard S&P Small Cap 600 Value Index Fund Institutional) is managed by Vanguard (US) with $107.4M in net assets. VSMVX expense ratio is 0.03%, holding 465 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2014-11-19.

VSMVX performance shows a YTD return of 19.30%. The 1-year return is 37.19% and the 5-year return is 8.10%. VSMVX dividend yield stands at 1.73%, paid quarterly.

VSMVX top holdings include Molina Healthcare Inc (1.3%), Match Group Inc. (0.9%), Eastman Chemical Co. (0.8%), Carmax Inc. (0.8%), Jackson Financial Inc USD (0.8%). Go to all VSMVX holdings, VSMVX sectors, or VSMVX dividends.

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