In April 2013, VBR switched from an MSCI value index to a CRSP index. The index construction begins with small-cap stocks scored for fundamental criteria such as: book to price, forward earnings to price, historic EPS, dividend-to-price and sales-to-price ratio. CRSP uses a banding and migration between Value and Growth classification in that occasionally securities are split between both style assignments. However, the underlying index aligns well with our benchmark by firm size, meaning it leans toward larger firms that fall in the midcap space. Sector biases are present but smaller than those of many peer funds. The fund undergoes a quarterly reconstitution and rebalance.
公司网站 :
http://personal.vanguard.com/us/funds/snapshot?FundId=0860&FundIntExt=INT#tab=0
总经理:-
建立时间:2004
公司总部:Valley Forge
领域:Miscellaneous
行业:Investment trusts/Mutual funds