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

Mutual Fund Insights: Vanguard Explorer Fund (VEXPX)

In-depth Analysis of Vanguard Explorer Fund (VEXPX)

Mutual fund chart: Vanguard Explorer Fund (VEXPX)

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See Vanguard Explorer Fund (VEXPX) performance details as of February 28, 2010

  

    Last Trade: $61.52 on 3/19/2010, Change: -0.74 (-1.19%)
Experiment our closing price forecasting tool for Vanguard Explorer Fund (VEXPX) (alpha release)

  

Fund Manager - James D Troyer

Fund Manager Tenure: 4.1 years   [Similar Funds: VEXRX ]
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
James D Troyer serves as principal of Vanguard Group, Inc. James D Troyer has worked in investment management since 1979 and has managed funds for Vanguard since 1995.  Get more insights on James D Troyer

  

What we like about Vanguard Explorer Fund (VEXPX) What we like about Vanguard Explorer Fund (VEXPX)

Data for Vanguard Explorer Fund (VEXPX) as of February 28, 2010

  • Vanguard Explorer Fund (VEXPX) management has been with Vanguard Explorer Fund for 4.1 years
  • Vanguard Explorer Fund (VEXPX) has good mid-term performance (3-year return -5.98% vs -5.64 % Small Growth category average)
  • Vanguard Explorer Fund (VEXPX) ratio of up-years vs down years is greater than 2
  • Vanguard Explorer Fund (VEXPX) has a Morningstar rating of 4 and above
  • Vanguard Explorer Fund (VEXPX) has an annual stock turnover rate of 95.00% vs Small Growth average of 136.50%. It is good that Vanguard Explorer management does not trade extensively for its return.
  • Vanguard Explorer Fund (VEXPX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.66, lower than category average of 24.99
  • Vanguard Explorer Fund (VEXPX) has a lower management fee than its Small Growth average: 0.54% vs 1.60%
  • Vanguard Explorer Fund (VEXPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Explorer Fund (VEXPX) What we are cautious about Vanguard Explorer Fund (VEXPX)

Data for Vanguard Explorer Fund (VEXPX) as of February 28, 2010

  • Vanguard Explorer Fund (VEXPX) has a less-than-ideal short-term performance (1-year return 59.91% vs 60.01 % Small Growth category average)
  • Vanguard Explorer Fund (VEXPX) has a less-than-ideal Long-term performance (5-year return 0.70% vs 0.80 % Small Growth category average)
  • Vanguard Explorer Fund (VEXPX) is less safe compared to its Small Growth peers
  • Vanguard Explorer Fund (VEXPX) does not have a good risk adjusted return as its 3-year Alpha of 1.17 is worse than category average of 1.97, and its 3-year Sharpe ratio is -0.22
See Vanguard Explorer Fund (VEXPX) performance details as of February 28, 2010

  

  

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Vanguard Explorer Fund (VEXPX) Net Asset

Track net asset change of Vanguard Explorer fund (VEXPX)

DateNet Asset
02/2010$8.60B
01/2010$5.97B
11/2009$5.84B
More historic net asset information on Vanguard Explorer Fund (VEXPX)

  

Vanguard Explorer Fund (VEXPX) Portfolio Allocation

Track portfolio allocation change of Vanguard Explorer fund (VEXPX)

DateCashStockBondOther
09/20094.18%95.61%0.22%0%
07/20095.56%94.17%0%0.27%
06/20095.07%94.92%0%0%
Click here to see more historic asset allocation information on Vanguard Explorer Fund (VEXPX)

  

Most Recent Top 10 Holdings in Vanguard Explorer Fund (VEXPX)

Discover what Vanguard Explorer Fund (VEXPX) manager is buying

30-Sep-09
CMT Market Liquidity Rate [3.97%]
Polycom, Inc. [0.83%]
ALLIANCE DATA SYS CP [0.78%]
Vanguard Small Cap ETF [0.76%]
ON Semiconductor Corporation [0.71%]
MSC INDUSTRIAL DRCT [0.63%]
SENSIENT TECH CORP [0.56%]
Euronet Worldwide, Inc. [0.55%]
W M S INDS INC [0.53%]
DEVRY INC [0.5%]

31-Jul-09
CMT Market Liquidity Rate [5.09%]
Vanguard Small Cap ETF [0.74%]
Polycom, Inc. [0.71%]
ALLIANCE DATA SYS CP [0.67%]
ON Semiconductor Corporation [0.62%]
MSC INDUSTRIAL DRCT [0.56%]
Stericycle, Inc. [0.55%]
RED HAT INC [0.54%]
SENSIENT TECH CORP [0.54%]
EDWARDS LIFESCIENCES [0.52%]

30-Jun-09
CMT Market Liquidity Rate [4.9%]
Cephalon, Inc. [0.86%]
Stericycle, Inc. [0.77%]
THE NEW D&B CORP [0.75%]
Vanguard Small Cap ETF [0.71%]
Alkermes, Inc. [0.69%]
Polycom, Inc. [0.66%]
Henry Schein, Inc. [0.66%]
RED HAT INC [0.63%]

Click here for Stock Holding Change Map in Vanguard Explorer Fund (VEXPX)

  

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