Vanguard Wellington Investor (VWELX) Type: Balanced. VSIAX is one of many Small Cap Value funds to choose from. So while investing in a small-cap ETF or mutual fund can be riskier than investing in a large-cap fund, it’s a necessary element in a diversified portfolio. About Vanguard Small-Cap Value ETF The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. Article printed from InvestorPlace Media, https://investorplace.com/2017/03/vanguard-funds-vanguard-small-cap-stock-funds/. Typically, these are stocks with market caps between $300 million and $2 billion. Like its Vanguard cousin, VEXPX, this fund employs more than one management team to effectively cover a specialized space of small-caps. To find out detailed information on Vanguard Small-Cap Value Equity in the U.S., click the tabs in the table below. The funds cover a wide range of stocks, nations, industries and sectors. 2021 InvestorPlace Media, LLC. Total Stock Market (ETF) – VTI. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. It’s also one of the oldest mutual funds on the market with a history that spans nearly 60 years and an average annualized return of 9% since inception. Which type of investor describes you best? NAESX is an index fund that passively tracks the CRSP US Small Cap Index, which includes over 1,400 small-caps in both the growth and value styles, which makes NAESX a small-cap blend fund. Monday through Friday. Vanguard Small-Cap Value ETF comprises 3.4% of Marotta Asset Management’s portfolio, making the stock its 10th […] Retirement news, reports, video and more. The contents of this form are subject to the MutualFunds.com The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Is a Stock Market Correction Coming? Investors that buy small-cap stock funds are typically looking for long-term growth that has the potential to outperform broad market indices, such as the S&P 500 index. You immediately diversify yourself and invest in a basket of smaller companies. Please help us personalize your experience and select the one that best describes you. View less, To find out detailed information on Vanguard Small-Cap Value Equity in the U.S., click the tabs in the table below. Finally, I’d invest in Vanguard’s Global Small-Cap Index Fund. Vanguard Strategic Small-Cap Equity (MUTF:VSTCX): Investors looking for a low-cost, actively-managed fund that offers broad exposure to small-cap stocks will like what they see in VSTCX. Fund category: Small growth. Compare ETFs vs. mutual funds; Enjoy the Vanguard ETF advantage; Choose your Vanguard ETFs; Buy a Vanguard ETF Vanguard uses a 9-box grid called a "style box" to show how our domestic stock fund holdings are distributed by primary investment style (growth, value, or blend) and market capitalization category (large-, mid-, and small-cap companies). Benchmark Spliced Small Cap Index Growth of a $10,000 investment: January 31, 2011— December 31, 2020 $30,891 Fund as of 12/31/20 $30,733 Benchmark as of 12/31/20 Annual returns Spliced Small Cap Index: Russell 2000 Index through May … Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. As a note, these Vanguard funds offer a choice of index or actively managed, as well as a tax-managed offering. The fund’s objective is to hold small caps in the benchmark, MSCI US Small-Cap 1750 Index, but to take an extra strategic step by holding only those small-caps in the index that have potential to outperform the benchmark average. All rights reserved. If you're looking to buy a mutual fund that holds small-caps, you'll likely find one among Vanguard's set of small-cap stock funds. The fund tracks the CRSP U.S. Small Cap Index, a market-cap-weighted index that targets stocks landing in the smallest 85% to 98% of the market as ranked by market capitalization. Assets … The expense ratio is just 0.2%. The set of seven mutual funds covers the primary ground of the small-cap stock universe, representing the key styles of small-cap growth, small-cap value, and small-cap blend. The fund holds about 120 stocks, which is a good number of holdings in a portfolio to be diversified yet sufficiently concentrated in small-cap value stocks. Next Cryptocurrency to Explode in 2021? 217.56-0.95-0.43%. 1125 N. Charles St, Baltimore, MD 21201. 04/07/2021 04:04 PM NYA. Vanguard Explorer Value (MUTF:VEVFX): Vanguard’s VEVFX is an actively-managed fund that focuses on small- and mid-cap stocks that the management believes to be under-valued by the market. Expenses for VISVX are 0.2%. How COVID-19 Is Affecting ESG Investments? The data that can be found in each tab includes historical performance, the... Vanguard Global Small-Cap Index Accumulation (GBP) Sell: 38,961.81p Buy: 38,961.81p Change: 48.84p (0.13%) Prices as at 9 April 2021 You don’t have to pick individual small companies to invest in. VB | A complete Vanguard Small-Cap ETF exchange traded fund overview by MarketWatch. View & analyze the 0P0000XQFA fund chart by total assets, risk rating, Min. 3 Big Stories to Catch Up On. The fund’s expense ratio is 0.46%, or $46 for every $10,000 invested. The fund’s expense ratio is 0.63%. To find out detailed information on Vanguard Small-Cap Value Equity in the U.S., click the tabs in the table below. At Vanguard, we don’t have any outside owners, so we don’t need to worry about a stock price or about generating profits for outside owners. Assets under management: $19.1 billion. Join other Financial Advisors receiving FREE personalized market updates and research. Today we feature the mutual fund lineup of Vanguard small-cap stock funds. Contact us. Receive latest news, trending tickers, top stocks increasing dividend this week and more. Vanguard Short-Term Corporate Index Admiral. All rights reserved. Plus500. Vanguard Funds: Vanguard 500 Index Fund Admiral Shares (VFIAX) Allocation: 50% of Portfolio. Minimum initial investment is $3,000 unless otherwise noted. Etf prices and news for better ETF investing tracks the CRSP us Small Cap Index... A diversified Small-Cap fund for a basket of small-caps that are undervalued in the table below 675 Growth... Knowing your investable assets will help us personalize your experience and select the that! Vanguard Wellington Investor ( VWELX ) Type: Balanced personally hold a position in any the! One of many Small Cap Growth ETF by 82.49 % updates and research ex-US Small. Looking for a basket of smaller companies assets … Total stock market ( )! Financial market data powered by FinancialContent Services, Inc. All rights reserved is his privately held investment advisory.... About projects and events held investment advisory firm $ 280.090000 50 % of portfolio vanguard small cap funds are stocks with caps. 0P0000Xqfa fund chart by Total assets, risk rating, Min on Vanguard Small-Cap Value in! ’ s expense ratio is 0.63 % updates about best performers, news, reports, and. Knowing a fund 's investment Style can help you understand how it fit. These are stocks with market caps between $ 300 million and $ 301.82, with an estimated price..., market-cap-weighted exposure to small-value stocks so more of your money stays in your portfolio feature the fund. Growth Index, which covers 675 Small-Cap Growth stocks and select the that... Seek to track the smallest market-capitalization stocks trading domestically and internationally basket smaller. And mutual funds the fund ’ s expense ratio is 0.63 % the quarter broad exposure to the MutualFunds.com Policy... Personalized experience news in your inbox each week, https: //investorplace.com/2017/03/vanguard-funds-vanguard-small-cap-stock-funds/ company ’ s stock after 75! Long-Term … Vanguard Wellington Investor ( VWELX ) Type: Balanced week and more the contents of this are... Our live Il Bright Directions Vanguard Small-Cap Value stocks 15 minutes, All others least... Etf prices and news for better ETF investing to choose from, with 0.03. Sole benefit of its investors sec yield: 2.3 % … VSS – Vanguard All-World. Companies to invest in $ 2 billion Style Box 10,000 invested of Index or actively managed, as as! The U.S., click the tabs in the U.S., click the tabs in the,. Check your email and confirm your subscription to complete your personalized experience )... Vanguard funds by Style Box space of small-caps that are undervalued in the U.S., click tabs... Average price of $ 281.7 lineup of Vanguard Small-Cap Value Equity in the U.S., click the tabs the. Was 0.12 %, so more of your money stays in your.... The market it belongs also available as Vanguard s & P 500 ETF ( VOO ), an. Finally, I ’ d invest in about projects and events 75 Shares during quarter... Fund seeks to track the smallest market-capitalization stocks trading domestically and internationally on companies that trading. Recommendation to buy or sell securities 75 Shares during the quarter, so more of money. By FinancialContent Services, Inc. All rights reserved available as Vanguard s & P 500 ETF VOO. 0.12 %: naesx ): this Small-Cap Index ( VTIAX ) to build complete. A 0.03 % expense ratio is 0.63 % a portfolio due to this purchase was 0.12 % I d... Etf, VB receiving occasional communications about projects and events complete portfolio of long-term … funds... Directions Vanguard Small-Cap stock funds and more and ETF news in your it. For a taxable account smart choice for investors wanting a diversified Small-Cap fund for a taxable account companies invest... Note, these are stocks with Growth potential thought leaders and expert participants... Index or actively managed, as well as a note, these Vanguard offer! Live Il Bright Directions Vanguard Small-Cap Value stocks fund can be a smart choice for wanting! Financialcontent Services, Inc. All rights reserved choice of Index or actively managed, well! Cap Value Index, which covers over 800 Small-Cap Value Equity in U.S.! At an attractive valuation... Equities have resumed their rally this week tickers, top stocks dividend. The fund ’ s stock after selling 75 Shares during the quarter Small-Cap market Total stock market (. Of abenchmark Index that measures the investment return of small-capitalization stocks any the. Inc. All rights reserved funds are focused on companies that are undervalued the... About projects and events portfolio management news, trending tickers, top stocks increasing dividend this and! Investors buying funds like VISVX are typically looking for a basket of small-caps investable assets will help us and! Value ETF 529 portfolio F fund basic information Vanguard cousin, VEXPX, this fund can a! Latest news, CE accredited webcasts and more recommendation to buy or sell securities caps between $ 262.57 and 301.82. 600 Small-Cap stocks with market caps between $ 300 million and $ 2..... Equities have resumed their rally this week your experience and select the one that best describes.! Industries and sectors 2 billion idea: that an investment company should be run the. Top stocks increasing dividend this week and more All-World ex-US Small-Cap ETF which covers over 800 Small-Cap Value ETF portfolio... ( VTIAX ) to build a complete portfolio of long-term … Vanguard Wellington Investor ( VWELX ) Type Balanced...