Skip to Content
Morningstar

Vanguard Capital Opportunity Inv VHCOX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
66.97  /  3.56 %
Total Assets
17.1 Bil
Adj. Expense Ratio
0.430%
Expense Ratio
0.430%
Fee Level
Low
Longest Manager Tenure
24.67 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
3,000
Status
Open
TTM Yield
0.41%
Turnover
7%

Morningstar’s Fund 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

|

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.

Unlock our full analysis with Morningstar Investor