Vanguard Capital Opportunity Adm
P O Box 2600 Valley Forge PA 19482
Map
Phone: 800-997-2798
| Category: | Large Growth | | Fund Family: | Vanguard | | Net Assets: | 3.01B | | Year-to-Date Return: | -34.95% | | Yield: | 1.12% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Nov-01 |
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Theo A. Kolokotrones
Lead Manager since
01-Feb-98 | | | Kolokotrones is President and Co-Founder of PRIMECAP Management Company. He co-founded PRIMECAP Management Company in September 1983. Previously, Kolokotrones spent six years at Capital Research Company, most recently as Senior Vice President. He has held portfolio management responsibilities since 1979. From 1970 to 1977, Kolokotrones was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term total return. 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. |
| Last Dividend
(17-Dec-07):
| 0.71 | | Last Cap Gain
(17-Dec-07):
| 7.82 | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 97.51% |
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| Expense | VHCAX | Category
Avg | | Total Expense Ratio: | 0.37%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$119 | $615 | | 5 Yr Expense Projection*: |
$208 | $944 | | 10 Yr Expense Projection*: |
$468 | $1,866 |
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2.63% Nasdaq 0.00%
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