Morningstar

Vanguard Global Capital Cycles Fund Investor Shares VGPMX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $23.46  /  +1.21 %
  • Fund Size $3.7B
  • Adjusted Expense Ratio 0.420%
  • Net Expense Ratio 0.420%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 3.38%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis VGPMX

Will VGPMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGPMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VGPMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VGPMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard Global Capital Cycles Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings VGPMX

More VGPMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Molina Healthcare Inc

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Healthcare

Glencore PLC

3.39 125M
Basic Materials

Teck Resources Ltd Class B (Sub Voting)

3.22 118M
Basic Materials

Anglogold Ashanti PLC

2.96 109M
Basic Materials

Samsung Electronics Co Ltd

2.93 108M
Technology

American Water Works Co Inc

2.66 98M
Utilities

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.46 91M
Technology

GSK PLC

2.25 83M
Healthcare

Baidu Inc

2.21 81M
Communication Services

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