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 Dow Down 0.72% Nasdaq Down 0.50%

Vanguard Capital Value Inv (VCVLX)

15.81 Down 0.13(0.82%) Jul 25
Prev Close:15.94
YTD Return*:11.39%
Net Assets*:1.97B
Yield*:0.64%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
MRK3.0118.66
GRPN2.80-44.50
PXD2.5424.30
CIE2.2611.06
SUNE2.1777.16

Fund Basics

Morningstar Overall Rating:
Total Assets:1.97B
Category:Large Blend
Annual Report Expense Ratio (net):0.41%

Performance & Risk

YTD Return:11.39%
5y Avg Return:22.58%
Rank in Category (ytd):1
% Rank in Category (ytd):0.06%
Beta (3y):1.44
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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