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Vanguard Capital Opportunity Adm VHCAX

Analyst rating as of
NAV / 1-Day Return
161.31  /  0.19 %
Total Assets
18.1 Bil
Adj. Expense Ratio
0.360%
Expense Ratio
0.360%
Fee Level
Low
Longest Manager Tenure
24.40 years
Category
Large Growth
Investment Style
Large Blend
Min. Initial Investment
50,000
Status
Limited
TTM Yield
0.47%
Turnover
7%

Morningstar’s Analysis

Will VHCAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Vanguard Capital Opportunity's Relatively Low-Growth, Low-Price-Multiple Exposure Has Helped in 2022

Director

Analyst Note

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Vanguard Capital Opportunity's avoidance of companies with relatively high price multiples and rapid historical earnings growth has helped it curb losses during the global equity market selloff that began near 2022’s start. For the year to date through June 9, 2022, the fund's investor share class slid 15.7%, a top-decile result within the large-growth Morningstar Category that was far better than the declines of the Russell 1000 Growth Index (down 23.8%) and its Russell Midcap Growth Index prospectus benchmark (down 26.2%).

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