Vanguard Capital Opportunity Inv
(VHCOX)
+0.26
+0.62%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 41.64 |
| Category | Large Growth |
| Net Assets | 2.73 Bil |
| Yield | 0.94% |
| Morningstar Risk | High |
| Morningstar Return | Above Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 48.91% | 11.06% | -6.18% | 18.37% | 24.63% |
| Value ($) | 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
| Symbol | Value ($) |
|---|---|
| Fund Family | Vanguard |
| Fund Manager | Theo Kolokotrones |
| Tenure (Years) | 15 |
| Fund Status | Open |
| Minimum Initial Purchase | 3,000.00 |
| Minimum IRA Investment | 3,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.48% |
| Symbol | Value ($) |
|---|---|
| 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
| 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 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.11% |
| Cash | 2.89% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Biogen Idec Inc | 6.26% |
| Amgen Inc | 6.02% |
| Eli Lilly and Company | 4.47% |
| Roche Holding AG | 4.20% |
| Biomarin Pharmaceutical, Inc. | 3.41% |
| FedEx Corporation | 3.12% |
| Google, Inc. Class A | 2.84% |
| Monsanto Company | 2.78% |
| Novartis AG ADR | 2.57% |
| Medtronic, Inc. | 2.55% |
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Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
