Overview Of Vanguard Capital Opportunity Investor Fund (VHCOX)

Vanguard Capital Opportunity Investor (VHCOX - Free Report) a Zacks Rank #1 (Strong Buy) invests primarily in stocks of mid- and small-capitalization companies expected to have above-average earnings growth.

This Mid Growth fund, as of the last filing, allocates their fund in three major groups; Large Growth, Small Growth and Large Value. Further, as of the last filing, Biogen Inc., Amgen Inc. and Eli Lilly & Co. were the top holdings for VHCOX.

The Vanguard Capital Opportunity Investor fund, managed by Vanguard Group, carries an expense ratio of 0.45%. Moreover, VHCOX requires a minimal initial investment of $3,000.

VHCOX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 25.85%, 3 year 11.52% and 5 year 17.32%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

VHCOX’s performance, as of the last filing, when compared to funds in its category was in the top 14% in 1 year, top 2% over the past 3 years, and in the 1% over the past 5 years.

Disclosure: Zacks.com contains statements and statistics that have been obtained from sources believed to be reliable but are not guaranteed as to accuracy or completeness. References to any specific ...

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Chee Hin Teh 7 years ago Member's comment

thanks for sharing