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Vanguard Capital Opportunity Inv (VHCOX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Capital Opportunity Inv (VHCOX) Fund

    Last Trade: $43.67 on 2/9/2016, Change: +0.06 (0.14%)

 

Graph of Vanguard Capital Opportunity Inv Fund (VHCOX) ManagerFund Manager - Theo A. Kolokotrones

Fund Manager Information

Fund Manager Tenure: 18.0 years
Similar Funds: VHCAX 
Fund Family: Vanguard
Fund Category: Large Growth
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Kolokotrones is President and Co-Founder of PRIMECAP Management Company. He co-founded PRIMECAP Management Company in September 1983. He is the lead manager of Vanguard Capital Opportunity and Odyssey Aggressive Growth fund. 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

 

Graph of Vanguard Capital Opportunity Inv Fund (VHCOX) ProfileVanguard Capital Opportunity Inv Fund (VHCOX) Profile

Fund Profile and Description

Vanguard Capital Opportunity Inv Fund seeks long-term capital appreciation. Vanguard Capital Opportunity Inv Fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. Vanguard Capital Opportunity Inv Fund advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.

 

Vanguard Capital Opportunity Inv (VHCOX) Fund Strength What we like about Vanguard Capital Opportunity Inv (VHCOX) Fund

Data for Vanguard Capital Opportunity Inv Fund (VHCOX) as of Jan 30, 2016

  • Vanguard Capital Opportunity Inv Fund (VHCOX) management has been with Vanguard Capital Opportunity Inv Fund for 18.0 years
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has good mid-term performance (3-year return 13.78% vs 10.92% Large Growth category median performance)
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has good Long-term performance (5-year return 11.47% vs 9.81% Large Growth category median performance)
  • Vanguard Capital Opportunity Inv Fund (VHCOX) ratio of up-years vs down years is greater than 2
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has a Morningstar rating of 4 and above
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has an annual stock turnover rate of 7.00% vs Large Growth average of 50.73%. It is good that Vanguard Capital Opportunity Inv management does not trade extensively for its return.
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has a lower expense ratio than its Large Growth average: 0.45% vs 1.18%
  • Vanguard Capital Opportunity Inv Fund (VHCOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Capital Opportunity Inv Fund (VHCOX) Weakness What we are cautious about Vanguard Capital Opportunity Inv (VHCOX) Fund

Data for Vanguard Capital Opportunity Inv Fund (VHCOX) as of Jan 30, 2016

  • Vanguard Capital Opportunity Inv Fund (VHCOX) has a less-than-ideal short-term performance (1-year return -5.64% vs -1.68% Large Growth category median performance)
  • Vanguard Capital Opportunity Inv Fund (VHCOX) is less safe compared to its Large Growth peers
  • Vanguard Capital Opportunity Inv Fund (VHCOX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.54 that is higher than category average of 11.58
  • Asset base in Vanguard Capital Opportunity Inv Fund (VHCOX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Vanguard Capital Opportunity Inv Fund (VHCOX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare Vanguard Capital Opportunity Inv Fund (VHCOX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Capital Opportunity Inv-8.89-5.6413.7811.47
AB Core Opportunities Advisor (ADGYX)-4.292.5713.0112.47Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)-4.933.5013.3111.61Compare
INTECH US Core D (JIRMX)-4.87-1.9012.1011.87Compare

See top fund managers for Large Growth Category Funds

 

Compare Vanguard Capital Opportunity Inv Fund (VHCOX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
(QQQ)9.45%9.45%21.24%
iShares Russell Top 200 Growth (IWY)-5.06%4.09%14.07%
PowerShares Dynamic Large Cap Growth ETF (PWB)-4.89%3.93%15.16%
SPDR S&P 500 Growth ETF (SPYG)-5.16%1.61%13.44%
iShares S&P 500 Growth (IVW)-5.17%1.61%13.45%

 

Graph of Vanguard Capital Opportunity Inv Fund (VHCOX) Net Asset TrackingVanguard Capital Opportunity Inv (VHCOX) Fund Net Asset

Track net asset change of Vanguard Capital Opportunity Inv fund (VHCOX)

DateNet Asset
01/2016$12.39B
12/2015$13.66B
11/2015$13.74B
More historic net asset information on Vanguard Capital Opportunity Inv Fund (VHCOX)

  

Graph of Vanguard Capital Opportunity Inv Fund (VHCOX) Portfolio TrackingVanguard Capital Opportunity Inv (VHCOX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Capital Opportunity Inv fund (VHCOX)

DateCashStockBondOther
09/20155.87%94.13%0%0%
06/20155.08%94.92%0%0%
03/20155.3%94.7%0%0%
Click here to see more historic asset allocation information on Vanguard Capital Opportunity Inv Fund (VHCOX)

 

graph of Vanguard Capital Opportunity Inv Fund (VHCOX) Top 10 Position TrackingTop 10 Holdings in Vanguard Capital Opportunity Inv (VHCOX) Fund

Discover what Vanguard Capital Opportunity Inv Fund (VHCOX) manager is buying

Sep 29, 2015
Biogen Inc. [6.09%]
Eli Lilly and Company Common St [4.84%]
Amgen Inc. [4.84%]
BioMarin Pharmaceutical Inc. [3.79%]
Southwest Airlines Company Comm [3.23%]
ROCHE HLDG AG DIV RT [3.14%]
Adobe Systems Incorporated [2.6%]
FedEx Corporation Common Stock [2.56%]
Novartis AG Common Stock [2.15%]
CarMax Inc [1.93%]

Jun 29, 2015
Biogen Idec Inc. [7.67%]
Amgen Inc. [5.03%]
BioMarin Pharmaceutical Inc. [4.6%]
Eli Lilly and Company Common St [4.39%]
ROCHE HLDG AG DIV RT [3.09%]
FedEx Corporation Common Stock [2.76%]
Southwest Airlines Company Comm [2.55%]
Adobe Systems Incorporated [2.36%]
Novartis AG Common Stock [2.16%]
CarMax Inc [1.96%]

Mar 30, 2015
Biogen Idec Inc. [7.89%]
Amgen Inc. [5.16%]
BioMarin Pharmaceutical Inc. [4.13%]
Eli Lilly and Company Common St [3.73%]
Southwest Airlines Company Comm [3.36%]
ROCHE HLDG AG DIV RT [2.98%]
FedEx Corporation Common Stock [2.63%]
Novartis AG Common Stock [2.13%]
Adobe Systems Incorporated [2.12%]
CarMax Inc [2.01%]
Click here for Stock Holding Change Map in Vanguard Capital Opportunity Inv Fund (VHCOX)

  

Latest News on Vanguard Capital Opportunity Inv (VHCOX) Fund

See what is happening with Vanguard Capital Opportunity Inv Fund (VHCOX)

 

Vanguard Capital Opportunity Inv Fund (VHCOX) Related ResourcesSee more information on Vanguard Capital Opportunity Inv (VHCOX) Fund

Popular pages on Vanguard Capital Opportunity Inv (VHCOX) Fund

  

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