Vanguard Capital Opportunity Inv

Frequently Asked Questions About VHCOX

What does VHCOX invest in?

The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.

What is the expense ratio of VHCOX?

Vanguard Capital Opportunity Inv (VHCOX) charges an expense ratio of 0.40%. This is the annual fee deducted from fund assets to cover management and operations.

How big is VHCOX?

Vanguard Capital Opportunity Inv (VHCOX) manages $32.70B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is VHCOX actively managed or an index fund?

VHCOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was VHCOX launched?

Vanguard Capital Opportunity Inv (VHCOX) launched in August 1995 and is managed by Vanguard.

How has VHCOX performed?

VHCOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.