Vanguard Capital Opportunity Fund

Scorecard
5 / 5 Stars
Lipper
5 4 3 5 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#22 in Large Growth

U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 29.31 percent over the past year, 16.58 percent over the past three years, 22.44 percent over the past five years, and 10.25 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 5.3%
1 Year 29.3%
3 Years (Annualized) 16.6%
5 Years (Annualized) 22.4%
10 Years (Annualized) 10.3%

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Summary

The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. The investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.

Investment Strategy

According to Vanguard, management invests in companies with long-term growth prospects, but somewhat unpredictable stock prices in the short-term.

The Vanguard Group closed the Capital Opportunity Fund to new shareholders in March 2004.

Fees

Fees are Average compared to funds in the same category.
Vanguard Capital Opportunity Fund has an expense ratio of 0.48 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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