Vanguard PRIMECAP Fund Investor Shares (VPMCX)

106.47
Net Asset Value
+1.26%
1 Day
+15.31%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.45%
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+0.95% 3 years+21.01%
3 months+2.48% 5 years+17.73%
1 year+19.95% Since inception+13.78%
Data through --

Peer Comparisonvs. Large growth

 VPMCXCategory
Performance 5-yr return+17.73%+14.60%
Expense ratio0.45%1.24%
Risk 5 year sharpe ratio1.190.99
Net assets$44.3B$2.7B
Average market cap$62.5B$68.9B
Average P/E20.823.3
Portfolio turnover5%5%

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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. stock83.18%
International stock11.74%
Cash5.07%
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 Biogen Idec Inc7.23%
AMGN Amgen Inc4.33%
LLY Eli Lilly and Co4.16%
-- Roche Holding AG4.02%
FDX FedEx Corp3.95%
ADBE Adobe Systems Inc3.88%
TXN Texas Instruments Inc3.78%
MSFT Microsoft Corp3.75%
NVS Novartis AG ADR2.89%
MDT Medtronic Inc2.25%

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