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What Is a Value Fund?

By Jeremy Bowman – Updated Nov 13, 2024 at 10:01AM

Key Points

  • Value funds invest in stocks trading below intrinsic value, offering exposure to stable, dividend-yielding assets.
  • Recent performance shows value funds underperformed the S&P 500 but may excel in bear markets due to profitable holdings.
  • Vanguard Value ETF, a major value fund, follows CRSP US Large Cap Value Index with low fees and blue-chip stocks.

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