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Morningstar

Vanguard Global Capital Cycles Investor VGPMX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 12.79  /  −0.54 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 3.26%
  • Turnover 67%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 PM GMT+0

Morningstar’s Analysis VGPMX

Will VGPMX 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 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.

Vanguard Global Capital Cycles Investor earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VGPMX

More VGPMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Barrick Gold Corp

10.08 146.3 Mil
Basic Materials

Glencore PLC

5.46 79.2 Mil
Basic Materials

American Electric Power Co Inc

5.11 74.1 Mil
Utilities

Samsung Electronics Co Ltd

4.67 67.7 Mil
Technology

Intel Corp

4.45 64.6 Mil
Technology

Bank Bradesco SA ADR

4.44 64.4 Mil
Financial Services

Anglo American PLC

3.92 56.8 Mil
Basic Materials

Alibaba Group Holding Ltd Ordinary Shares

3.63 52.7 Mil
Consumer Cyclical

Viper Energy Inc Ordinary Shares - Class A

3.08 44.7 Mil
Energy

BWX Technologies Inc

2.97 43.0 Mil
Industrials