VCVLX- Vanguard Capital Value Fund

[thefed]

I was considering buying a chunk of this and DCA'ing into it over the next few months (Simple IRA). Any reasons why I should not? It's trading pretty low right now....seems like a deal


thanks

 

[FDCaptain]

What are you thoughts on the fund not keeping up with its category or index? The funds holdings do seem set right for a market change (more financials and less energy) ....we do want to buy low! I recently moved some money into JSVAX- Janus Contrarion Fund for similar reasons. The expense ratio is higher than VCVLX but the fund out performs its category and index by a wide margin.

Hoping to learn from you. I am new to the forum and most of my investments are in mutual funds.

 

[Poundkey]

You might also consider VG Windsor II. VWNFX

 

[thefed]

My initial reason for looking at this was the dramatic drop in share price over the last year. Other than that, I have no basis for buying it. Just seems cheap

 

[thefed]

well, for the record i waited til sept and bought a nice chunk, then dca'd a same size chunk over the next 4 months...which effectively has returned about 80% since i made the investment....not too bad! good thing i didnt go all-in in july....although i'd still be up a considerable amount