Vanguard Capital Opportunity’s ability to stand out merits a Morningstar Analyst Rating of Gold.
Vanguard Capital Opportunity Inv VHCOX
NAV / 1-Day Return
76.85
/
2.10
%
Total Assets
21.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.440%
Expense Ratio
0.440%
Fee Level
Low
Longest Manager Tenure
23.97
years
Category
Large Growth
Investment Style
Large BlendMin. Initial Investment
3,000
Status
Limited
TTM Yield
0.32%
Turnover
7%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VHCOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VHCOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VHCOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VHCOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Standing out in the right way.
