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Morningstar

Vanguard Capital Opportunity Inv VHCOX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 67.59  /  1.57 %
  • Total Assets 16.8 Bil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Limited
  • TTM Yield 0.74%
  • Turnover 6%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis VHCOX

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.

Unique.

Strategist

Summary

| by Robby Greengold

Vanguard Capital Opportunity is one of a select number of benchmark-agnostic funds run by a standout asset manager. It earns a Morningstar Analyst Rating of Gold.

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