6.3 in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 3 / 5 Stars |
| Lipper | 3 2 3 5 1 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 3 / 5 Stars |
| TheStreet.com | D+ (Sell) |
Fund Overview
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.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 11.4% |
| 1 Year | -0.8% |
| 3 Years (Annualized) | 19.9% |
| 5 Years (Annualized) | 3.2% |
| 10 Years (Annualized) | 7.0% |
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.
Performance
The fund has returned -0.79 percent over the past year, 19.89 percent over the past three years, 3.20 percent over the past five years, and 6.95 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.55 | 2.55 |
| Stocks | 85.38 | 85.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 12.07 | 12.07 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Biogen Idec Inc | BIIB | 15.97 | 5.39 |
| Amgen Inc | AMGN | 6.63 | 5.14 |
| Eli Lilly and Company | LLY | -1.42 | 4.29 |
| Altera Corp. | ALTR | 6.42 | 3.73 |
| Roche Holding AG | RHHVF | 8.29 | 3.64 |
Fees
Vanguard Capital Opportunity Fund has an expense ratio of 0.48 percent.
