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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: $54.01 on 8/30/2016, Change: +0.09 (0.17%)

 

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

Fund Manager Information

Fund Manager Tenure: 18.6 years
Similar Funds: VHCAX 
Fund Family: Vanguard
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (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 May 30, 2016

  • Vanguard Capital Opportunity Inv Fund (VHCOX) management has been with Vanguard Capital Opportunity Inv Fund for 18.6 years
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has good mid-term performance (3-year return 12.05% vs 10.74% Large Growth category median performance)
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has good Long-term performance (5-year return 12.37% vs 10.14% 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
  • Asset base in Vanguard Capital Opportunity Inv Fund (VHCOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has an annual stock turnover rate of 7.00% vs Large Growth average of 50.46%. It is good that Vanguard Capital Opportunity Inv management does not trade extensively for its return.
  • Vanguard Capital Opportunity Inv Fund (VHCOX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.58, lower than category average of 12.75
  • Vanguard Capital Opportunity Inv Fund (VHCOX) has a lower expense ratio than its Large Growth average: 0.45% vs 1.17%
  • 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 May 30, 2016

  • Vanguard Capital Opportunity Inv Fund (VHCOX) has a less-than-ideal short-term performance (1-year return -2.98% vs -1.74% Large Growth category median performance)
See Vanguard Capital Opportunity Inv Fund (VHCOX) performance details as of May 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-0.47-2.9812.0512.37
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

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
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

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
05/2016$13.15B
03/2016$12.92B
02/2016$12.41B
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
03/20163.16%96.84%0%0%
12/20156.24%93.76%0%0%
09/20155.87%94.13%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

Mar 30, 2016
Biogen Inc. [5.36%]
Amgen Inc. [5.18%]
Eli Lilly and Company Common St [4.1%]
Southwest Airlines Company Comm [3.75%]
BioMarin Pharmaceutical Inc. [2.93%]
ROCHE HLDG AG DIV RT [2.87%]
FedEx Corporation Common Stock [2.86%]
Adobe Systems Incorporated [2.7%]
Texas Instruments Incorporated [2.16%]
Microsoft Corporation [2.01%]

Dec 30, 2015
Biogen Inc. [6.01%]
Amgen Inc. [5.34%]
Eli Lilly and Company Common St [4.58%]
BioMarin Pharmaceutical Inc. [3.54%]
Southwest Airlines Company Comm [3.44%]
ROCHE HLDG AG DIV RT [3.08%]
Adobe Systems Incorporated [2.58%]
FedEx Corporation Common Stock [2.49%]
Texas Instruments Incorporated [1.97%]
Microsoft Corporation [1.92%]

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%]
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

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