Vanguard PRIMECAP Fund Investor Shares (VPMCX)

140.58
Net Asset Value
-0.21%
1 Day
+9.07%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.39%
Expense Ratio
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+4.26% 3 years+16.20%
3 months+2.70% 5 years+17.51%
1 year+24.12% Since inception+13.84%
Data through --

Peer Comparisonvs. Large growth

 VPMCXCategory
Performance 5-yr return+17.51%+13.81%
Expense ratio0.39%1.10%
Risk 5 year sharpe ratio1.471.17
Net assets$65.2B$3.6B
Average market cap$84.5B$157.2B
Average P/E21.626.5
Portfolio turnover8%8%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureTheo Kolokotrones / 33 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock83.19%
International stock12.88%
Cash3.93%
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
ADBE Adobe4.98%
BIIB Biogen4.00%
MSFT Microsoft3.84%
TXN Texas Instruments3.72%
FDX FedEx3.64%
LLY Eli Lilly and Co3.49%
AMGN Amgen3.17%
LUV Southwest Airlines3.09%
MU Micron Technology Inc2.57%
NVDA NVIDIA Corp2.53%