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Vanguard PRIMECAP Inv (VPMCX) Fund Ranking and Research

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

    Last Trade: $109.48 on 11/26/2014, Change: +0.62 (0.57%)

 

Graph of Vanguard PRIMECAP Inv Fund (VPMCX) ManagerFund Manager - Howard B. Schow

Fund Manager Information

Fund Manager Tenure: 30.1 years
Similar Funds: VPMAX 
Fund Family: Vanguard
Fund Category: Large Growth
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)
Schow is the Chairman and Co-Founder of PRIMECAP Management Company. He co-founded PRIMECAP Management Company in September 1983. He is the lead manager of Vanguard PRIMECAP and PRIMECAP Odyssey Growth. Previously, Schow spent twenty-seven years with Capital Group, Inc., most recently as Chairman of the Board of Capital Research and Management Company. From 1966 to 1982, he served as Chairman of its Investment Committee. Schow holds the Chartered Financial Analyst designation.  Get more insights on Howard B. Schow

 

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 Oct 30, 2014

  • Vanguard PRIMECAP Inv Fund (VPMCX) management has been with Vanguard PRIMECAP Inv Fund for 30.1 years
  • Vanguard PRIMECAP Inv Fund (VPMCX) has good short-term performance (1-year return 22.01% vs 15.02% Large Growth category median performance)
  • Vanguard PRIMECAP Inv Fund (VPMCX) has good mid-term performance (3-year return 22.55% vs 18.10% Large Growth category median performance)
  • Vanguard PRIMECAP Inv Fund (VPMCX) has good Long-term performance (5-year return 18.03% vs 15.79% 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 49.17%. 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 9.29, lower than category average of 10.99
  • Vanguard PRIMECAP Inv Fund (VPMCX) has a lower expense ratio than its Large Growth average: 0.45% vs 1.20%
  • 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 Oct 30, 2014

See Vanguard PRIMECAP Inv Fund (VPMCX) performance details as of Oct 30, 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 Inv15.3122.0122.5518.03
American Funds AMCAP R6 (RAFGX)11.1917.8120.8317.35Compare
AllianceBern Core Opportunities Advisor (ADGYX)9.6116.0819.4417.32Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)9.4816.4419.860Compare

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
RBS NASDAQ 100 Trendpilot ETN (TNDQ)3.16%9.63%NaN
First Trust NASDAQ-100 Equal Weight Idx (QQEW)14.44%21.03%20.73%
Rydex S&P 500 Pure Growth (RPG)12.96%20.09%21.72%
PowerShares Fundamental Pure La (PXLG)13.79%19.70%19.18%
iShares Morningstar Large Growth Index (JKE)12.54%19.10%19.71%

 

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
10/2014$45.15B
09/2014$44.26B
08/2014$44.49B
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
09/20143.81%96.19%0%0%
06/20145.07%94.93%0%0%
03/20144.07%95.93%0%0%
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

Sep 29, 2014
Biogen Idec Inc. [7.44%]
Amgen Inc. [5.04%]
Eli Lilly and Company Common St [4.26%]
FedEx Corporation Common Stock [4.13%]
Microsoft Corporation [4.09%]
ROCHE HLDG AG DIV RT [3.91%]
Texas Instruments Incorporated [3.7%]
Adobe Systems Incorporated [3.63%]
Novartis AG Common Stock [2.67%]
Southwest Airlines Company Comm [2.63%]

Jun 29, 2014
Biogen Idec Inc. [7.23%]
Amgen Inc. [4.33%]
Eli Lilly and Company Common St [4.16%]
ROCHE HLDG AG DIV RT [4.02%]
FedEx Corporation Common Stock [3.95%]
Adobe Systems Incorporated [3.88%]
Texas Instruments Incorporated [3.78%]
Microsoft Corporation [3.75%]
Novartis AG Common Stock [2.89%]
Medtronic Inc. Common Stock [2.25%]

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%]
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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