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Morningstar

Vanguard Capital Opportunity Adm VHCAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 184.70  /  −0.50 %
  • Total Assets 22.5 Bil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Limited
  • TTM Yield 0.69%
  • Turnover 6%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis VHCAX

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

  • People Pillar

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

Still strong after a middling half-decade.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

With its outstanding investment team and unique multimanager approach, Vanguard Capital Opportunity is exemplary.

by Robby Greengold
Rated on Published on

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Portfolio Holdings VHCAX

More VHCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

9.47 2.0 Bil
Healthcare

Mktliq 12/31/2049

4.06 851.5 Mil
Cash and Equivalents

Amgen Inc

2.91 611.1 Mil
Healthcare

Biogen Inc

2.76 580.1 Mil
Healthcare

Microsoft Corp

2.51 526.9 Mil
Technology

Biomarin Pharmaceutical Inc

2.47 517.9 Mil
Healthcare

Flex Ltd

2.18 457.8 Mil
Technology

KLA Corp

2.11 443.9 Mil
Technology

Micron Technology Inc

2.02 423.5 Mil
Technology

FedEx Corp

1.99 417.2 Mil
Industrials