| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
#4 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 23.76 percent over the past year, 12.89 percent over the past three years, 6.78 percent over the past five years, and 10.87 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 17.0% |
| 1 Year | 23.8% |
| 3 Years (Annualized) | 12.9% |
| 5 Years (Annualized) | 6.8% |
| 10 Years (Annualized) | 10.9% |
Summary
The investment seeks long-term capital appreciation. The fund invests in stocks considered to have above-average earnings growth potential that is not reflected in their current market prices. Its portfolio consists predominantly of large- and mid-capitalization stocks.
Fees
Fees are Average compared to funds in the same category.
Vanguard PrimeCap Fund has an expense ratio of 0.45 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
Fund Opinions
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 3 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
