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Vanguard PRIMECAP Inv (VPMCX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard PRIMECAP Inv (VPMCX) Fund

    Last Trade: $102.45 on 7/25/2014, Change: -0.48 (-0.47%)

 

Graph of Vanguard PRIMECAP Inv Fund (VPMCX) ManagerFund Manager - Theo Kolokotrones

Fund Manager Information

Fund Manager Tenure: 29.2 years
Similar Funds: VPMAX 
Fund Family: Vanguard
Fund Category: Large Growth
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)

 

Graph of Vanguard PRIMECAP Inv Fund (VPMCX) ProfileVanguard PRIMECAP Inv Fund (VPMCX) Profile

Fund Profile and Description

Vanguard PRIMECAP Inv Fund seeks long-term capital appreciation. Vanguard PRIMECAP Inv Fund invests in stocks considered to have above-average earnings growth potential that is not reflected in their current market prices. Its portfolio consists predominantly of mid- and large-capitalization stocks.

 

Vanguard PRIMECAP Inv (VPMCX) Fund Strength What we like about Vanguard PRIMECAP Inv (VPMCX) Fund

Data for Vanguard PRIMECAP Inv Fund (VPMCX) as of Jun 29, 2014

  • Vanguard PRIMECAP Inv Fund (VPMCX) management has been with Vanguard PRIMECAP Inv Fund for 29.2 years
  • Vanguard PRIMECAP Inv Fund (VPMCX) has good short-term performance (1-year return 30.34% vs 26.12% Large Growth category median performance)
  • Vanguard PRIMECAP Inv Fund (VPMCX) has good mid-term performance (3-year return 18.09% vs 14.57% Large Growth category median performance)
  • Vanguard PRIMECAP Inv Fund (VPMCX) has good Long-term performance (5-year return 19.56% vs 17.66% Large Growth category median performance)
  • Vanguard PRIMECAP Inv Fund (VPMCX) ratio of up-years vs down years is greater than 2
  • Vanguard PRIMECAP Inv Fund (VPMCX) has a Morningstar rating of 4 and above
  • Vanguard PRIMECAP Inv Fund (VPMCX) has an annual stock turnover rate of 5.00% vs Large Growth average of 60.10%. It is good that Vanguard PRIMECAP Inv management does not trade extensively for its return.
  • Vanguard PRIMECAP Inv Fund (VPMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.08, lower than category average of 14.37
  • Vanguard PRIMECAP Inv Fund (VPMCX) has a lower expense ratio than its Large Growth average: 0.45% vs 1.21%
  • Vanguard PRIMECAP Inv Fund (VPMCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard PRIMECAP Inv Fund (VPMCX) Weakness What we are cautious about Vanguard PRIMECAP Inv (VPMCX) Fund

Data for Vanguard PRIMECAP Inv Fund (VPMCX) as of Jun 29, 2014

See Vanguard PRIMECAP Inv Fund (VPMCX) performance details as of Jun 29, 2014

 

What do you think?

 

Compare Vanguard PRIMECAP Inv Fund (VPMCX)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 PRIMECAP Inv9.8930.3418.0919.56
American Funds AMCAP R6 (RAFGX)8.9731.1818.0219.88Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)5.1627.3716.480Compare
Hodges Blue Chip 25 Retl (HDPBX)5.4727.0816.880Compare

See top fund managers for Large Growth Category Funds

 

Compare Vanguard PRIMECAP Inv Fund (VPMCX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P 500 Pure Growth (RPG)10.45%34.48%18.41%
First Trust US IPO Index (FPX)6.47%34.45%24.41%
RP Focused Large Cap Growth ETF (RWG)2.13%31.26%13.67%
iShares Morningstar Large Growth Index (JKE)7.44%31.17%17.39%
RP Growth ETF (RPX)8.23%29.24%16.39%

 

Graph of Vanguard PRIMECAP Inv Fund (VPMCX) Net Asset TrackingVanguard PRIMECAP Inv (VPMCX) Fund Net Asset

Track net asset change of Vanguard PRIMECAP Inv fund (VPMCX)

DateNet Asset
06/2014$43.42B
03/2014$41.44B
02/2014$41.47B
More historic net asset information on Vanguard PRIMECAP Inv Fund (VPMCX)

  

Graph of Vanguard PRIMECAP Inv Fund (VPMCX) Portfolio TrackingVanguard PRIMECAP Inv (VPMCX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard PRIMECAP Inv fund (VPMCX)

DateCashStockBondOther
03/20144.07%95.93%0%0%
12/20134.01%95.99%0%0%
09/20134.55%95.43%0%0.02%
Click here to see more historic asset allocation information on Vanguard PRIMECAP Inv Fund (VPMCX)

 

graph of Vanguard PRIMECAP Inv Fund (VPMCX) Top 10 Position TrackingTop 10 Holdings in Vanguard PRIMECAP Inv (VPMCX) Fund

Discover what Vanguard PRIMECAP Inv Fund (VPMCX) manager is buying

Mar 30, 2014
Biogen Idec Inc. [7.44%]
Amgen Inc. [4.75%]
ROCHE HLDG AG DIV RT [4.26%]
Eli Lilly and Company Common St [4.13%]
Texas Instruments Incorporated [3.92%]
Microsoft Corporation [3.86%]
FedEx Corporation Common Stock [3.83%]
Google Inc. [3.81%]
Adobe Systems Incorporated [3.7%]
Novartis AG Common Stock [2.85%]

Dec 30, 2013
Biogen Idec Inc. [7.27%]
Amgen Inc. [5.12%]
Google Inc. [4.7%]
FedEx Corporation Common Stock [4.33%]
ROCHE HLDG AG DIV RT [4.13%]
Texas Instruments Incorporated [3.75%]
Microsoft Corporation [3.63%]
Adobe Systems Incorporated [3.51%]
Eli Lilly and Company Common St [3.42%]
Novartis AG Common Stock [2.94%]

Sep 29, 2013
Biogen Idec Inc. [6.89%]
Amgen Inc. [5.52%]
ROCHE HLDG AG DIV RT [4.36%]
Google Inc. [4.02%]
Texas Instruments Incorporated [3.76%]
FedEx Corporation Common Stock [3.76%]
Eli Lilly and Company Common St [3.67%]
Microsoft Corporation [3.53%]
Adobe Systems Incorporated [3.34%]
Novartis AG Common Stock [3.07%]
Click here for Stock Holding Change Map in Vanguard PRIMECAP Inv Fund (VPMCX)

  

Latest News on Vanguard PRIMECAP Inv (VPMCX) Fund

See what is happening with Vanguard PRIMECAP Inv Fund (VPMCX)

 

Vanguard PRIMECAP Inv Fund (VPMCX) Related ResourcesSee more information on Vanguard PRIMECAP Inv (VPMCX) Fund

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