Morningstar

Vanguard Capital Opportunity Inv VHCOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VHCOX

Will VHCOX outperform in 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.

Still strong after a middling half-decade.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Vanguard Capital Opportunity stands out for its seasoned management and high-conviction multimanager system. The remainder of this analysis is from July 7, 2023.

by Robby Greengold
Rated on Published on

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