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

(NASDAQ Mutual Funds) As of Jan 24, 2018 10:56 PM ET

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$33.45 USD

+0.14 (0.42%)

Zacks MF Rank 1-Strong Buy 1        

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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Latest Performance as of Dec 31, 2017

Total Return %* Percentile Rank Objective
YTD 27.78 23
3 months 5.79 23
6 months 11.55 26
1 Year 27.78 23
3 Year 10.73 21
5 Year 12.56 23
10 Year 4.93 53

* Annual for three years and beyond.

Zacks Premium Research for VHGEX

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

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 22.02
% Yield 1.22
% SEC Yield NA
Net Assets (Mil $) 12/31/2017 5,731.17
%Turnover 12/31/2017 96.00

Risk

3 Year 5 Year 10 Year
Beta 0.92 0.95 1.14
Alpha 0.24 -2.11 -4.04
R Squared 0.84 0.85 0.91
Std. Dev. 10.11 9.84 18.11
Sharpe 1.07 1.30 3.00

Sector / Country Weightings

As of 12/31/2017 % of Portfolio
United States 63.63
Other 8.34
Japan 3.82
United Kingdom 3.25
Taiwan 2.38
Canada 2.36
Hong Kong 2.15
Germany 1.60
South Africa 1.55
Ireland 1.14

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2017)
% of Portfolio Value (Mil$)
SAMSUNG ELECTRONICS CO LT 1.96 105.77
NASPERS LTD 1.31 70.50
AMAZON.COM INC 1.28 69.14
ALPHABET INC 1.21 65.03
PRUDENTIAL PLC 1.13 60.70
TAIWAN SEMICONDUCTOR MANU 1.08 58.35
ROYAL CARRIBEAN CRUISES L 1.07 57.43
BERKSHIRE HATHAWAY INC CL 1.03 55.71
ALPHABET INC 1.03 55.39

Stock Holding % of Net Assets

As Of 9/30/2017
Total Issues NA
Avg. P/E 26.21
Avg. P/Book 4.48
Avg. EPS Growth 10.41
Avg. Market Value (Mil $) 123,537

Allocation

% of Portfolio
Large Growth 20.42
Large Value 12.40
Small Growth 4.75
Small Value 3.42
Foreign Stock 28.52
Emerging Market 12.92
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 13.10