VSSVX Mutual Fund

VSSVX Mutual Fund

NAV$12.01

Fund Essentials - as of Feb 28, 2026

Net Assets
$184M
Expense Ratio
0.79%
Dividend Yield (Current)
8.74%
Holdings
111
Inception Date
Dec 5, 2005
Fund Family
VALIC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+14.69%
1 Year+18.23%
3 Year+7.70%
5 Year+5.55%
10 Year+8.52%

Asset Allocation

Stocks: 95.77%
Cash: 4.23%

Top Holdings

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TickerNameWeight
FELEFranklin Electric Co Inc3.33%
UMBFUmb Financial Corp3.15%
IOSPInnospec3.13%
JJSFJ & J Snack Foods Corp_None_02.79%
AVNTAvient Corp2.59%
Top 10 Concentration: 26.35%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
8.74%
Frequency
Annually
Latest Distribution
$0.41
-

Peer Comparison

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

VSSVX Mutual Fund (VALIC Company I Small Cap Special Values Fund) is managed by VALIC with $183.9M in net assets. VSSVX expense ratio is 0.79%, holding 111 positions across sectors including Industrials, Materials, Financials. Inception date: 2005-12-05.

VSSVX performance shows a YTD return of 14.69%. The 1-year return is 18.23% and the 5-year return is 5.55%. VSSVX dividend yield stands at 8.74%, paid annually.

VSSVX top holdings include Franklin Electric Co Inc (3.3%), Umb Financial Corp (3.1%), Innospec (3.1%), J & J Snack Foods Corp_None_0 (2.8%), Avient Corp (2.6%). Go to all VSSVX holdings, VSSVX sectors, or VSSVX dividends.

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