41.90 Up +0.26 +0.62%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 41.64
Category Large Growth
Net Assets 2.73 Bil
Yield 0.94%
Morningstar Risk High
Morningstar Return Above Average
  • Last NAV update 5/17/2013 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.
CUMULATIVE PERFORMANCE OF $10,000
  2009 2010 2011 2012 2013
Return 48.91% 11.06% -6.18% 18.37% 24.63%
Value ($) 14,891.00 16,537.94 15,515.90 18,366.17 22,889.76
  • Year to date performance as of 5/16/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Vanguard
Fund Manager Theo Kolokotrones
Tenure (Years) 15
Fund Status Open
Minimum Initial Purchase 3,000.00
Minimum IRA Investment 3,000.00
Front Load 0.00
Expense Ratio 0.48%
PERFORMANCE
Symbol Value ($)
1 Month 7.80%
3 Months 13.43%
1 Year 43.44%
3 Years* 15.09%
5 Years* 6.62%
  • * Annualized returns
  • Performance as of 5/16/2013 8:00 PM ET
PEER COMPARISON
  VHCOX Large Growth
5-Yr Return 6.62% 4.47%
Sharpe Ratio 0.69 0.70
Net Assets 2.73 Bil 602.08 Mil
Avg Market Cap 22.55 Bil 38.17 Bil
Avg P/E 20.92 17.12
Portfolio Turnover 9 61
HOLDINGS
Symbol Value ($)
Stocks 97.11%
Cash 2.89%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

Copyright © 2013 Microsoft. All rights reserved.

Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Financial data in US dollars | Page generated 4:29 PM ET
1-YEAR CHART Full-page chart
RECENT QUOTES
WATCHLIST
You're not signed in
You’re not signed in to MSN Money, so you’re seeing the Watchlist that is tied to your computer. For a more consistent Watchlist experience, sign in to MSN Money. Learn more
SYMBOL
LAST
CHANGE
SHARES
Quotes delayed at least 15 min
Sponsored by:
MARKET UPDATE
[BRIEFING.COM] June crude oil rose for a fourth consecutive session, gaining support from a weaker dollar index and erasing earlier losses. The energy component lifted off its session low of $95.23 per barrel set moments after floor trade opened and ... More
Sponsored by: