Vanguard Selected Value Inv (VASVX)
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Vanguard Selected Value Inv
Valley Forge PA 19482
PO Box 2600 V26
Vanguard Whitehall Funds
Management Information
Richard Lawrence Greenberg,Lead Manager since February 24, 2005
Richard L. Greenberg, CFA, Co-Chief Investment Officer of Donald Smith & Co. He has worked in investment management since 1981; has been with the investment advisory firm that was founded as Home Portfolio Advisors and renamed Donald Smith & Co., Inc., since 1981. Education: B.S., SUNY Binghamton; M.B.A., The Wharton School at the University of Pennsylvania. Mr. Greenberg began his investment industry career at Home Insurance Co. as an industry analyst, focusing primarily on the metals, banking and housing sectors. He graduated Phi Beta Kappa from SUNY (Binghamton) with a B.S. in psychology, and received his MBA from Wharton Business School at the University of Pennsylvania. Mr. Greenberg is also a CFA Charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Value
Fund FamilyVanguard
Net Assets7.29B
YTD Return7.82%
Yield1.49%
Morningstar Rating★★★★
Inception DateFeb 14, 1996
Fund Operations
Last Dividend0.49
Last Cap Gain11.00
Holdings Turnover27.00%
Average for CategoryN/A
Fees & Expenses
ExpenseVASVXCategory Average
Annual Report Expense Ratio (net)0.43%1.01%
Prospectus Net Expense Ratio0.43%N/A
Prospectus Gross Expense Ratio0.43%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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