MGV

Vanguard Mega Cap Value ETF

$138.48
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Vanguard Mega Cap Value ETF seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks.

Overview

ETF tracking Vanguard Mega Cap Value ETF

Category Large Cap
Issuer Vanguard
Inception Date 2007-12-21
Market Cap $10.2B
Average Volume N/A
Dividend Yield 2.01%
52-Week Range $114.87 - $140.11
VWAP $138.57

Performance

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Investment Summary

📎 Investment Objective

The Vanguard Mega Cap Value ETF seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks.

🎯 Investment Strategy

The ETF employs a passive management, or indexing, investment approach designed to track the performance of the CRSP US Mega Cap Value Index. This index includes stocks of the largest U.S. companies that are considered undervalued relative to other large-cap stocks.

✨ Key Features

  • Provides exposure to a diversified portfolio of large-cap value stocks
  • Seeks to track the performance of the CRSP US Mega Cap Value Index
  • Employs a low-cost, passive management approach
  • Suitable for investors seeking broad large-cap value market exposure

⚠️ Primary Risks

  • Market risk: The value of the ETF's shares may fluctuate due to changes in the market value of the underlying securities
  • Investment style risk: The ETF's value-oriented investment approach may underperform other market segments or the overall stock market
  • Concentration risk: The ETF's portfolio is concentrated in the largest U.S. companies, which may be more susceptible to market conditions affecting that segment
  • Liquidity risk: The ETF may have difficulty trading certain securities at an advantageous time or price

👤 Best For

The Vanguard Mega Cap Value ETF may be suitable for long-term investors seeking broad exposure to large-cap value stocks as part of a diversified portfolio. It may be particularly appealing to investors with a lower risk tolerance who are looking for a cost-effective way to gain exposure to the large-cap value segment of the U.S. equity market.