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WVALX

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1d
1w
1m

Analysis and statistics

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About

WVALX.US represents the Vanguard Value Index Fund Admiral Shares. This mutual fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization U.S. value stocks. The fund employs an indexing investment approach, attempting to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. As a value fund, it focuses on companies believed to be undervalued by the market based on factors such as price-to-book ratio, price-to-earnings ratio, and dividend yield.
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Factors

Stock Market Performance: Broad market uptrends typically lift WVALX, while downturns pressure its price.

Interest Rate Changes: Rising rates can make bond holdings less attractive, potentially lowering WVALX's value.

Credit Quality Shifts: Downgrades in the credit ratings of bonds held by WVALX can reduce its price.

Economic Indicators: Strong economic data may increase investor risk appetite, shifting investments away from WVALX, a more conservative fund.

Fund Flows: Large withdrawals from WVALX may force the fund to sell assets, potentially depressing its price.

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