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

(NASDAQ Mutual Funds) As of Oct 19, 2018 08:15 PM ET

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$30.51 USD

-0.51 (-1.64%)

Zacks MF Rank 2-Buy   2      

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 Sep 30, 2018

Total Return %* Percentile Rank Objective
YTD 4.18 38
3 months 3.45 41
6 months 3.79 50
1 Year 10.22 33
3 Year 14.28 22
5 Year 9.88 23
10 Year 9.16 41

* 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 Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 21.29
% Yield 1.17
% SEC Yield
Net Assets (Mil $) 9/30/2018 5,769.02
%Turnover 9/30/2018 78.00

Risk

3 Year 5 Year 10 Year
Beta 0.92 0.93 1.12
Alpha -1.34 -2.68 -3.51
R Squared 0.80 0.84 0.91
Std. Dev. 9.46 9.65 16.85
Sharpe 1.46 1.02 2.00

Sector / Country Weightings

As of 9/30/2018 % of Portfolio
United States 56.23
Other 8.28
Japan 4.58
United Kingdom 3.44
China 3.34
Canada 2.84
Germany 2.13
Korea, South 1.68
Hong Kong 1.65
South Africa 1.63

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2018)
% of Portfolio Value (Mil$)
Amazon com 1.92 108.28
NASPERS LTD 1.21 68.04
ALPHABET INC 1.17 65.85
ALPHABET INC 1.15 64.85
MICROSOFT CORP 1.07 60.33
FACEBOOK INC 1.05 59.46
TAIWAN SEMICONDUCTOR MANU 0.97 54.99
PRUDENTIAL PLC 0.97 54.95
Berkshire Hathaway Inc Ne 0.96 54.12

Stock Holding % of Net Assets

As Of 6/30/2018
Total Issues
Avg. P/E 25.90
Avg. P/Book 4.47
Avg. EPS Growth 12.22
Avg. Market Value (Mil $) 157,708

Allocation

% of Portfolio
Large Growth 26.01
Large Value 15.94
Small Growth 0.00
Small Value 4.31
Foreign Stock 26.83
Emerging Market 10.42
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 14.39