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Vanguard Health Care Inv (VGHCX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Health Care Inv (VGHCX) Fund

    Last Trade: $196.64 on 4/21/2017, Change: -0.82 (-0.42%)

 

Graph of Vanguard Health Care Inv Fund (VGHCX) ManagerFund Manager - Jean M. Hynes

Fund Manager Information

Fund Manager Tenure: 8.9 years
Similar Funds: VGHAX 
Fund Family: Vanguard
Fund Category: Health
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)

 

Graph of Vanguard Health Care Inv Fund (VGHCX) ProfileVanguard Health Care Inv Fund (VGHCX) Profile

Fund Profile and Description

Vanguard Health Care Inv Fund seeks long-term growth of capital. Vanguard Health Care Inv Fund normally invests at least 80% of assets in stocks of companies engaged in the development, production, or distribution of products and services related to the health care industry. These companies include, among others, pharmaceutical firms, medical supply companies, and businesses that operate hospitals and other health care facilities. Vanguard Health Care Inv Fund also considers companies engaged in medical, diagnostic, biochemical, and other research and development activities. It may invest up to 50% of assets in foreign stocks.

 

Vanguard Health Care Inv (VGHCX) Fund Strength What we like about Vanguard Health Care Inv (VGHCX) Fund

Data for Vanguard Health Care Inv Fund (VGHCX) as of May 30, 2016

  • Vanguard Health Care Inv Fund (VGHCX) management has been with Vanguard Health Care Inv Fund for 8.9 years
  • Vanguard Health Care Inv Fund (VGHCX) has good short-term performance (1-year return -5.19% vs -12.93% Health category median performance)
  • Vanguard Health Care Inv Fund (VGHCX) has good mid-term performance (3-year return 18.54% vs 15.21% Health category median performance)
  • Vanguard Health Care Inv Fund (VGHCX) has good Long-term performance (5-year return 17.16% vs 16.08% Health category median performance)
  • Vanguard Health Care Inv Fund (VGHCX) ratio of up-years vs down years is greater than 2
  • Vanguard Health Care Inv Fund (VGHCX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Health Care Inv Fund (VGHCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Health Care Inv Fund (VGHCX) has an annual stock turnover rate of 18.00% vs Health average of 43.99%. It is good that Vanguard Health Care Inv management does not trade extensively for its return.
  • Vanguard Health Care Inv Fund (VGHCX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.39, lower than category average of 17.59
  • Vanguard Health Care Inv Fund (VGHCX) has a lower expense ratio than its Health average: 0.36% vs 1.32%
  • Vanguard Health Care Inv Fund (VGHCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Health Care Inv Fund (VGHCX) Weakness What we are cautious about Vanguard Health Care Inv (VGHCX) Fund

Data for Vanguard Health Care Inv Fund (VGHCX) as of May 30, 2016

  • As a Health focused fund, Vanguard Health Care Inv Fund (VGHCX) is less diversified and has inherited sector risks associated with the fund
See Vanguard Health Care Inv Fund (VGHCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Health Care Inv Fund (VGHCX)Compare with other top Health category mutual funds

Aadditional top Health mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Health Care Inv-3.87-5.1918.5417.16
Fidelity Advisor Health Care A (FACDX)-5.84-13.4918.7717.80Compare
Hartford Healthcare A (HGHAX)-6.82-7.8017.3816.39Compare
Janus Global Life Sciences T (JAGLX)-7.78-15.8319.3919.37Compare

See top fund managers for Health Category Funds

 

Compare Vanguard Health Care Inv Fund (VGHCX)Compare with Health category ETFs

Some Health ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust NYSE Arca Biotech ETF (FBT)000
SPDR S&P Health Care Equipment ETF (XHE)000
SPDR S&P Biotech ETF (XBI)000
PowerShares S&P SmallCap Health Care ETF (PSCH)000
PowerShares Dynamic Pharmaceuticals ETF (PJP)000

 

Graph of Vanguard Health Care Inv Fund (VGHCX) Net Asset TrackingVanguard Health Care Inv (VGHCX) Fund Net Asset

Track net asset change of Vanguard Health Care Inv fund (VGHCX)

DateNet Asset
05/2016$48.89B
03/2016$46.91B
02/2016$46.34B
More historic net asset information on Vanguard Health Care Inv Fund (VGHCX)

  

Graph of Vanguard Health Care Inv Fund (VGHCX) Portfolio TrackingVanguard Health Care Inv (VGHCX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Health Care Inv fund (VGHCX)

DateCashStockBondOther
03/20162.21%96.61%0%1.18%
12/20151.58%96.27%0%2.15%
09/20152.43%95.8%0%1.77%
Click here to see more historic asset allocation information on Vanguard Health Care Inv Fund (VGHCX)

 

graph of Vanguard Health Care Inv Fund (VGHCX) Top 10 Position TrackingTop 10 Holdings in Vanguard Health Care Inv (VGHCX) Fund

Discover what Vanguard Health Care Inv Fund (VGHCX) manager is buying

Mar 30, 2016
Bristol-Myers Squibb Company Co [6.51%]
UnitedHealth Group Incorporated [6.45%]
Allergan plc Ordinary Shares [6.4%]
Merck & Company, Inc. Common St [5.5%]
Eli Lilly and Company Common St [3.99%]
AstraZeneca PLC [3.68%]
Medtronic plc. Ordinary Shares [2.93%]
Mylan N.V. [2.64%]
Boston Scientific Corporation C [2.54%]
Incyte Corporation [2.51%]

Dec 30, 2015
Allergan plc Ordinary Shares [6.56%]
Bristol-Myers Squibb Company Co [6.09%]
UnitedHealth Group Incorporated [5.28%]
Merck & Company, Inc. Common St [5.1%]
Eli Lilly and Company Common St [3.97%]
AstraZeneca PLC [3.84%]
Medtronic plc. Ordinary Shares [2.96%]
Mylan N.V. [2.51%]
McKesson Corporation Common Sto [2.5%]
Regeneron Pharmaceuticals, Inc. [2.37%]

Sep 29, 2015
Bristol-Myers Squibb Company Co [5.55%]
Allergan plc Ordinary Shares [5.16%]
UnitedHealth Group Incorporated [5.15%]
Merck & Company, Inc. Common St [5.08%]
Eli Lilly and Company Common St [4.13%]
AstraZeneca PLC [3.82%]
Medtronic plc. Ordinary Shares [2.78%]
McKesson Corporation Common Sto [2.47%]
Regeneron Pharmaceuticals, Inc. [2.35%]
Biogen Inc. [2.21%]
Click here for Stock Holding Change Map in Vanguard Health Care Inv Fund (VGHCX)

  

Latest News on Vanguard Health Care Inv (VGHCX) Fund

See what is happening with Vanguard Health Care Inv Fund (VGHCX)

 

Vanguard Health Care Inv Fund (VGHCX) Related ResourcesSee more information on Vanguard Health Care Inv (VGHCX) Fund

Popular pages on Vanguard Health Care Inv (VGHCX) Fund

  

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