Vanguard PRIMECAP
(MUTF:VPMCX) Watch this mutual fundFind more results for
VPMCX
Performance
Trailing returns
| 1 day |
| -1.29% | |||
| 1 week | +0.81% |
| |||
| 4 week |
| -0.12% | |||
| 3 month | +9.92% |
| |||
| YTD | +28.60% |
| |||
| 1 year | +44.21% |
| |||
| 3 years* |
| -1.22% | |||
| 5 years* | +4.42% |
| |||
| *annualized | |||||
| Best 3 month return | +28.84% | |
| Worst 3 month return | -31.99% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Above Average | Below Average |
 
|
| 5 years | Above Average | Below Average |
|
| 10 years | High | Average |
|
| Overall | Above Average | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 26.27B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.50% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 2.66% | |
| Stocks | 97.34% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $25,000 | |
| Additional | $100 | |
| IRA Initial | $25,000 | |
| AIP Initial | $25,000 | |
| AIP Additional | $50 |
57.10
-0.18 (-0.31%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks long-term capital appreciation.
The fund invests in stocks considered to have above-average earnings growth potential that is not reflected in their current market prices. It's portfolio consists predominantly of mid- and large-capitalization stocks.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
David Van Slooten (Started: Dec 30, 1997)
Howard B. Schow (Started: Nov 1, 1984)
Mitchell Milias (Started: Dec 18, 2002)
Alfred Mordecai (Started: Dec 30, 1999)
Theo A. Kolokotrones (Started: Jun 1, 1985)
Joel P. Fried (Started: Dec 30, 1988)
David Van Slooten (Started: Dec 30, 1997)
Howard B. Schow (Started: Nov 1, 1984)
Mitchell Milias (Started: Dec 18, 2002)
Alfred Mordecai (Started: Dec 30, 1999)
Theo A. Kolokotrones (Started: Jun 1, 1985)
Joel P. Fried (Started: Dec 30, 1988)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 2.35 | 1.33 | 3.21 | 4.76 | |
| Beta* | 0.97 | 0.96 | 0.98 | 1.03 | |
| Mean annual return | 1.16 | -0.06 | 0.41 | 0.42 | |
| R-squared* | 93.95 | 96.21 | 91.83 | 80.38 | |
| Standard deviation | 23.55 | 19.23 | 16.24 | 18.51 | |
| Sharpe ratio | 0.58 | -0.16 | 0.12 | 0.11 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Amgen, Inc. (AMGN) | 4.34% | |
| Eli Lilly & Company (LLY) | 3.80% | |
| FedEx Corporation (FDX) | 3.64% | |
| Oracle Corporation (ORCL) | 3.57% | |
| Novartis AG ADR (NVS) | 3.34% | |
| Adobe Systems Inc. (ADBE) | 3.14% | |
| Google, Inc. (GOOG) | 3.06% | |
| Medtronic, Inc. (MDT) | 2.96% | |
| Texas Instruments, Inc. (TXN) | 2.89% | |
| The DIRECTV Group, Inc. (DTV) | 2.72% |