Vanguard Capital Opportunity Investor Fund (VHCOX - Free Report) seeks maximum long-term total return. VHCOX invests primarily in stocks of mid- and small-capitalization companies expected to have above-average earnings growth. Fundamental analysis and a long-term investment horizon are key components of the adviser's investment strategy. However, stocks may be sold relatively quickly if they are considered overvalued or other securities are more favorably priced. VHCOX invests in companies with strong industry positions, increasing sales, superior return on equity, and talented management teams.
This Mid Growth product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 13.1% and 5 year 20.5%. 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 1% over the past 1 year, and in the top 2% over the past 3 years and in the top 1% over the past 5 years.
The Vanguard Capital Opportunity Investor fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Small Growth. Further, as of the last filing, Biogen Inc, Eli Lilly and Co and Amgen Inc were the top holdings for VHCOX.
This Zacks Rank #2 (Buy) was incepted in August 1995 and is managed by Vanguard Group. VHCOX carries an expense ratio of 0.45% and requires a minimal initial investment of $3,000.
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