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Fund Intelligence | Best Managers | VHCAX Insights | VHCAX Score | VHCAX Performance | VHCAX Manager | VHCAX News | VHCAX Allocation | VHCAX Holdings Change

Mutual Fund Insights: Vanguard Capital Opportunity Adm Fund (VHCAX)

In-depth Analysis of Vanguard Capital Opportunity Adm Fund (VHCAX)

Mutual fund chart: Vanguard Capital Opportunity Adm Fund (VHCAX)

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See Vanguard Capital Opportunity Adm Fund (VHCAX) performance details as of January 31, 2010

  

    Last Trade: $72.42 on 3/19/2010, Change: -0.65 (-0.89%)
Experiment our closing price forecasting tool for Vanguard Capital Opportunity Adm Fund (VHCAX) (alpha release)

  

Fund Manager - Theo A. Kolokotrones

Fund Manager Tenure: 12.1 years   [Similar Funds: VHCOX ]
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Kolokotrones is President and Co-Founder of PRIMECAP Management Company. He co-founded PRIMECAP Management Company in September 1983. Previously, Kolokotrones spent six years at Capital Research Company, most recently as Senior Vice President. He has held portfolio management responsibilities since 1979. From 1970 to 1977, Kolokotrones was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York.  Get more insights on Theo A. Kolokotrones

  

What we like about Vanguard Capital Opportunity Adm Fund (VHCAX) What we like about Vanguard Capital Opportunity Adm Fund (VHCAX)

Data for Vanguard Capital Opportunity Adm Fund (VHCAX) as of January 31, 2010

  • Vanguard Capital Opportunity Adm Fund (VHCAX) management has been with Vanguard Capital Opportunity Adm Fund for 12.1 years
  • Vanguard Capital Opportunity Adm Fund (VHCAX) has good short-term performance (1-year return 45.71% vs 35.76% Large Growth category average)
  • Vanguard Capital Opportunity Adm Fund (VHCAX) has good mid-term performance (3-year return -1.75% vs -5.20% Large Growth category average)
  • Vanguard Capital Opportunity Adm Fund (VHCAX) has good Long-term performance (5-year return 5.03% vs 0.87% Large Growth category average)
  • Vanguard Capital Opportunity Adm Fund (VHCAX) ratio of up-years vs down years is greater than 2
  • Vanguard Capital Opportunity Adm Fund (VHCAX) has a Morningstar rating of 4 and above
  • Vanguard Capital Opportunity Adm Fund (VHCAX) has an annual stock turnover rate of 12.00% vs Large Growth average of 109.93%. It is good that Vanguard Capital Opportunity Adm management does not trade extensively for its return.
  • Vanguard Capital Opportunity Adm Fund (VHCAX) has a lower management fee than its Large Growth average: 0.41% vs 1.33%
  • Vanguard Capital Opportunity Adm Fund (VHCAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Capital Opportunity Adm Fund (VHCAX) What we are cautious about Vanguard Capital Opportunity Adm Fund (VHCAX)

Data for Vanguard Capital Opportunity Adm Fund (VHCAX) as of January 31, 2010

  • Vanguard Capital Opportunity Adm Fund is a focused fund with 34.57% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Vanguard Capital Opportunity Adm Fund (VHCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.28 that is higher than category average of 21.28
See Vanguard Capital Opportunity Adm Fund (VHCAX) performance details as of January 31, 2010

  

  

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Vanguard Capital Opportunity Adm Fund (VHCAX) Net Asset

Track net asset change of Vanguard Capital Opportunity Adm fund (VHCAX)

DateNet Asset
01/2010$4.07B
11/2009$4.00B
10/2009$3.74B
More historic net asset information on Vanguard Capital Opportunity Adm Fund (VHCAX)

  

Vanguard Capital Opportunity Adm Fund (VHCAX) Portfolio Allocation

Track portfolio allocation change of Vanguard Capital Opportunity Adm fund (VHCAX)

DateCashStockBondOther
09/20094.73%95.27%0%0%
07/20094.77%95.23%0%0%
06/20096.05%93.94%0%0%
Click here to see more historic asset allocation information on Vanguard Capital Opportunity Adm Fund (VHCAX)

  

Most Recent Top 10 Holdings in Vanguard Capital Opportunity Adm Fund (VHCAX)

Discover what Vanguard Capital Opportunity Adm Fund (VHCAX) manager is buying

30-Sep-09
CMT Market Liquidity Rate [4.73%]
MONSANTO COMPANY [4.13%]
Research In Motion Limited [4.03%]
Amgen Inc. [3.5%]
ASML Holding N.V. [3.5%]
FEDEX CORP [3.28%]
LILLY ELI CO [3.26%]
Biogen Idec Inc [2.98%]
DIRECTV [2.67%]
T J X COS INC [2.49%]

31-Jul-09
Research In Motion Limited [4.83%]
CMT Market Liquidity Rate [4.77%]
MONSANTO COMPANY [4.63%]
Amgen Inc. [3.83%]
LILLY ELI CO [3.67%]
ASML Holding N.V. [3.28%]
FEDEX CORP [3.16%]
Biogen Idec Inc [2.99%]
The DIRECTV Group, Inc. [2.68%]
T J X COS INC [2.58%]

30-Jun-09
CMT Market Liquidity Rate [6.05%]
Research in Motion Limited [4.98%]
MONSANTO COMPANY [4.51%]
LILLY ELI CO [4.01%]
Amgen Inc. [3.24%]
Biogen Idec Inc [3.2%]
ASML Holding N.V. [3.01%]
FEDEX CORP [2.82%]
The DIRECTV Group, Inc. [2.81%]
MEDTRONIC INC [2.6%]
Click here for Stock Holding Change Map in Vanguard Capital Opportunity Adm Fund (VHCAX)

  

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