VHCOX - Vanguard Capital Opportunity Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD

Vanguard Capital Opportunity Inv

Vanguard Horizon Funds

P O Box 2600 V26

Valley Forge PA 19482

Management Information
Theo A. Kolokotrones,Lead Manager since January 31, 1998
Kolokotrones is President and Co-Founder of PRIMECAP Management Company. He co-founded PRIMECAP Management Company in September 1983. He is the lead manager of Vanguard Capital Opportunity and Odyssey Aggressive Growth fund. Previously, Kolokotrones spent six years at Capital Research Company, most recently as Senior Vice President. He has held portfolio management responsibilities since 1979. From 1970 to 1977, Kolokotrones was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyVanguard
Net Assets15.16B
YTD Return-3.75%
Morningstar Rating★★★★
Inception DateAug 13, 1995

Fund Operations

Last Dividend0.47
Last Cap Gain0.00
Holdings Turnover10.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVHCOXCategory Average
Annual Report Expense Ratio (net)0.43%1.07%
Prospectus Net Expense Ratio0.44%N/A
Prospectus Gross Expense Ratio0.44%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.57%
3 Yr Expense Projection141N/A
5 Yr Expense Projection246N/A
10 Yr Expense Projection555N/A