Vanguard Capital Value
P.O. Box 2600 Valley Forge PA 19482
Map
Phone: 800-662-6273
| Category: | Large Blend | | Fund Family: | Vanguard | | Net Assets: | 774.18M | | Year-to-Date Return: | 72.21% | | Yield: | 0.90% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Dec-01 |
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Peter I. Higgins
Lead Manager since
23-Jun-08 | | | Higgins is senior vice president of Wellington Management. Higgins has worked in investment management since 1986. Higgins has managed investment portfolios since 1995 and has done so for Wellington Management since joining the company in 2005. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $3,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks maximum long-term total return. The fund invests in stocks across the capitalization spectrum that are considered undervalued. Undervalued stocks are generally those that are out of favor with investors and currently trading at prices that are below what the stocks are worth compared with potential earnings, assets values, and/or dividends. The fund may invest up to 30% of total assets in foreign securities. It may invest up to 15% of total assets in restricted securities with limited marketability or in other illiquid securities. |
| Last Dividend
(26-Dec-08):
| 0.08 | | Last Cap Gain
(17-Dec-07):
| 1.40 | | Annual Holdings Turnover
| 300.00% | | Average for Category:
| 78.74% |
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| Expense | VCVLX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.03%
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