Vanguard Capital Value Inv (VCVLX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.41%|
Performance & Risk
|5y Avg Return:||22.58%|
|Rank in Category (ytd):||1|
|% Rank in Category (ytd):||0.06%|
|Morningstar Risk Rating:||5|
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