Morningstar

Vanguard Health Care Fund Investor Shares VGHCX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $206.80  /  +1.36 %
  • Fund Size $38.3B
  • Adjusted Expense Ratio 0.330%
  • Net Expense Ratio 0.330%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Health
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 1.03%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis VGHCX

Will VGHCX 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 VGHCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VGHCX 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 VGHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling global healthcare vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Vanguard Health Care remains in strong hands after a gradual and smooth portfolio manager transition, while its well-established and appealing process remains intact. The strategy maintains its People and Process Pillar ratings of Above Average.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings VGHCX

More VGHCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

8.83 3B
Healthcare

Merck & Co Inc

6.05 2B
Healthcare

AstraZeneca PLC

4.85 2B
Healthcare

Johnson & Johnson

4.50 2B
Healthcare

UnitedHealth Group Inc

4.41 2B
Healthcare

GSK PLC

2.97 1B
Healthcare

CVS Health Corp

2.59 1B
Healthcare

Edwards Lifesciences Corp

2.49 967M
Healthcare

Vertex Pharmaceuticals Inc

2.41 939M
Healthcare

Intuitive Surgical Inc

2.37 922M
Healthcare

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