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    Vanguard Capital Value Inv (VCVLX)

    13.56 Up 0.09(0.67%) Dec 26
    Prev Close:13.47
    YTD Return*:5.83%
    Net Assets*:1.63B
    Yield*:0.67%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    MRK3.5324.08
    GRPN2.64-37.61
    PXD2.19-20.44
    AOL2.13-1.20
    BMY2.1013.49

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.63B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.47%

    Performance & Risk

    YTD Return:5.83%
    5y Avg Return:15.20%
    Rank in Category (ytd):93
    % Rank in Category (ytd):5.89%
    Beta (3y):1.33
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests in a portfolio of stocks across the capitalization spectrum that are considered by the advisor to be undervalued. At the advisor's discretion, the portfolio may, at times, be relatively concentrated. Undervalued stocks are generally those that are out of favor with investors and currently trading at prices that the advisor feels are below what the stocks are worth compared with potential earnings, asset values, and/or dividends. These stocks may or may not pay dividends. View More
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