Morningstar

Vanguard Capital Opportunity Fund Investor Shares VHCOX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 118.55  /  +0.53 %
  • Total Assets 30.7B
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.420%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Limited
  • TTM Yield 0.35%
  • Turnover 11%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis VHCOX

Will VHCOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VHCOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VHCOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VHCOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Patient, differentiated, and delivering

Principal Robby Greengold

Robby Greengold

Principal

Summary

With its accomplished investment team and unique multimanager approach, Vanguard Capital Opportunity remains exemplary.

by Robby Greengold
Rated on Published on

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Portfolio Holdings VHCOX

More VHCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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