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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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4 views
VFMF uses a multifactor, rules-based approach targeting value, momentum, and quality, but has underperformed its Russell 3000 benchmark. Despite a reasonable mandate and low fees, VFMF's returns and risk-adjusted performance lag behind passive alternatives like IWV. The fund's portfolio skews toward small-caps and value traps, contributing to volatility and underwhelming risk-adjusted returns.
