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Vanguard Horizon Fund, Vanguard Global Equity Fund: (MF: VHGEX)

(NASDAQ Mutual Funds) As of Jan 27, 2022 08:00 PM ET

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$34.40 USD

-0.32 (-0.92%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Latest Performance as of Dec 31, 2021

Total Return %* Percentile Rank Objective
YTD 13.13 71
3 months 3.00 76
6 months 0.79 76
1 Year 13.14 71
3 Year 21.24 42
5 Year 15.65 37
10 Year 13.34 32

* Annual for three years and beyond.

Zacks Premium Research for VHGEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 31.30
% Yield 0.79
% SEC Yield NA
Net Assets (Mil $) 12/31/2021 9,521.78
%Turnover 12/31/2021 28.00

Risk

3 Year 5 Year 10 Year
Beta 0.96 0.94 0.97
Alpha -3.05 -1.47 -2.25
R Squared 0.92 0.90 0.89
Std. Dev. 17.55 15.35 13.45
Sharpe 1.26 1.03 2.00

Sector / Country Weightings

As of 12/31/2021 % of Portfolio
United States 58.67
Japan 6.67
United Kingdom 5.13
Netherlands 2.51
India 2.44
Switzerland 2.32
Hong Kong 2.25
China 2.09
Ireland 2.07
Taiwan 1.96

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2021)
% of Portfolio Value (Mil$)
TOTAL*CASH 5.18 469.33
ALPHABET INC CLASS A 3.40 307.97
BOOKING HOLDINGS INC 1.82 164.74
FACEBOOK INC 1.55 140.72
SEA LIMITED 1.44 130.67
ORACLE CORP 1.36 122.90
MOODYS CORP 1.31 118.28
TAIWAN SEMICONDUCTOR MANU 1.26 114.18
MICROSOFT CORP 1.21 109.64

Stock Holding % of Net Assets

As Of 9/30/2021
Total Issues NA
Avg. P/E 29.65
Avg. P/Book 5.33
Avg. EPS Growth 13.56
Avg. Market Value (Mil $) 254,190

Allocation

% of Portfolio
Large Growth 4.18
Large Value 16.61
Small Growth 0.00
Small Value 0.00
Foreign Stock 14.09
Emerging Market 13.24
Precious Metal 0.00
Intermediate Bond 15.97
Foreign Bond 0.00
High Yield Bond 0.00