Morningstar

Vanguard Capital Opportunity Fund Investor Shares VHCOX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $113.24  /  +0.43 %
  • Fund Size $30.9B
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.420%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $3,000
  • Investment Status Limited
  • TTM Yield 0.35%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis VHCOX

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

  • People Pillar

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

Patient, differentiated, and delivering

Principal Robby Greengold

Robby Greengold

Principal

Summary

With its accomplished investment team and unique multimanager approach, Vanguard Capital Opportunity remains exemplary.

by Robby Greengold
Rated on Published on

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Portfolio Holdings VHCOX

More VHCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

12.20 4B
Technology

Eli Lilly and Co

6.35 2B
Healthcare

Flex Ltd

4.71 2B
Technology

Intel Corp

3.22 1B
Technology

KLA Corp

3.16 1B
Technology

Mktliq 12/31/2049

2.69 887M
Cash and Equivalents

NVIDIA Corp

2.09 690M
Technology

Alphabet Inc Class A

1.98 653M
Communication Services

Biogen Inc

1.72 567M
Healthcare

Alphabet Inc Class C

1.61 532M
Communication Services

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