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Morningstar

Vanguard PRIMECAP Adm VPMAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 181.05  /  +0.32 %
  • Total Assets 76.1 Bil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.97%
  • Turnover 4%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VPMAX

Will VPMAX 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 VPMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VPMAX 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 VPMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still strong.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Vanguard Primecap 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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Portfolio Holdings VPMAX

More VPMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

12.69 9.6 Bil
Healthcare

Micron Technology Inc

3.68 2.8 Bil
Technology

Microsoft Corp

3.42 2.6 Bil
Technology

Amgen Inc

3.37 2.6 Bil
Healthcare

FedEx Corp

3.26 2.5 Bil
Industrials

KLA Corp

3.22 2.4 Bil
Technology

Adobe Inc

2.85 2.2 Bil
Technology

Intel Corp

2.69 2.0 Bil
Technology

Biogen Inc

2.60 2.0 Bil
Healthcare

Texas Instruments Inc

2.44 1.9 Bil
Technology