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Looking for Mutual Fund Equity Report Fund? One option is to start with Vanguard Emerging Markets Select Stock Investor (VMMSX). VMMSX has a Zacks Mutual Fund Rating of 2 (Buy) based on nine predictive factors such as size, expense and past performance.
Fund/manager history
Vanguard Group is based in Malvern, PA and is the manager of VMMSX. Vanguard Emerging Markets Select Stock Investor was launched in June 2011. Since then, VMMSX has accumulated about $728.10 million in assets, according to the most recent data available. The fund’s current manager is a group of investment professionals.
Performance
Of course, investors want strong performance in the money. This fund has delivered a 5-year annualized total return of 0.74% and ranks in the middle third among its category peers. Investors who prefer to analyze shorter time frames should look at their 3-year annualized total return of 0.72%, which places them in the middle third of this time frame.
When looking at a fund’s performance, it’s also important to note the standard deviation of returns. The lower the standard deviation, the lower the volatility of the fund’s experiences. Compared to the category average of 20.58%, VMMSX’s standard deviation over the past three years is 23.48%. Over the past 5 years, the fund’s standard deviation is 20.67% versus the category average of 18.58%. This makes the fund more volatile than its peers over the past half-decade.
Risk factors
The fund has a 5-year beta of 0.8, so investors should note that it is generally less volatile than the market. Alpha is an additional measure to consider, as it represents the portfolio’s performance against a risk-adjusted benchmark, in this case, the S&P 500. VMMSX’s 5-year performance yielded a negative alpha of -6.82. This means that managers in this portfolio will have difficulty selecting securities that generate better returns than the benchmark.
expenses
Expenses are very important for mutual fund investments and especially when competition heats up in this market. And all things being equal, a low-cost product outperforms its peers, so keeping a close eye on these metrics is key for investors. In terms of fees, VMMSX is a no-load fund. It has an expense ratio of 0.80% compared to the category average of 1.15%. When looking at the money in terms of cost, VMMSX is actually cheaper than its peers.
Investors should note that the minimum initial investment in this product is $3,000. Each subsequent investment must be at least $1.
at last
Overall, Vanguard Emerging Markets Select Stock Investor (VMMSX) has a high Zacks Mutual Fund Rank, and combined with its relatively consistent performance, average losses, and low fees, this fund looks like a good option for investors right now.
Don’t stop here for your research on Mutual Fund Equity Report Funds. We have a lot more on our site to help you find the best fund for your portfolio. For more information on the fund world, visit www.zacks.com/funds/mutual-funds and feel free to compare VMMSX to its peers for additional information. Want to learn more? No matter what type of investor you are, we have a full suite of tools on stocks that you can use to find the best picks for your portfolio.
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