Vanguard PRIMECAP Fund Investor Shares (VPMCX)

106.34
Net Asset Value
-0.71%
1 Day
+3.39%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.44%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month-0.50% 3 years+23.03%
3 months+2.92% 5 years+15.65%
1 year+18.90% Since inception+13.81%
Data through --

Peer Comparisonvs. Large growth

 VPMCXCategory
Performance 5-yr return+15.65%+13.86%
Expense ratio0.44%1.22%
Risk 5 year sharpe ratio1.160.97
Net assets$47.4B$2.8B
Average market cap$65.2B$73.6B
Average P/E22.121.3
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureTheo Kolokotrones / 29 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock84.23%
International stock10.73%
Cash5.04%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 21.10%
Industrial materials 11.68%
Business service 11.39%
Hardware 10.06%
Telecommunication 8.34%
Top 10 Holdings
Portfolio weighting
BIIB Biogen7.28%
AMGN Amgen5.44%
LLY Eli Lilly and Co4.32%
TXN Texas Instruments3.96%
MSFT Microsoft3.91%
FDX FedEx3.66%
ADBE Adobe3.64%
-- 3.42%
LUV Southwest Airlines3.14%
NVS Novartis2.50%

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