Vpmax stock

Vpmax stock DEFAULT

Vanguard Primecap still merits a Morningstar Analyst Rating of Gold.

One of subadvisor Primecap’s benchmark-agnostic multimanager offerings, its roughly 140-160 stock portfolio is a blend of its five managers' separately run sleeves and analyst picks in their portion. Although the combination adds some diversification, the fund typically invests heavily in industries whose firms have prospects for above-average earnings growth. Its 18.7% combined stake in biotech and pharma stocks, as of March 2021, was the second-highest out of nearly 600 large-blend Morningstar Category peers and was 13.25 percentage points more than the fund’s primary prospectus S&P 500 benchmark.

Still, the team distinguishes itself through assessing individual companies, sometimes holding fast when others have lost faith, as with top-five position Biogen BIIB. The team has endured more than one painful share price drop with this longtime holding only to see it rebound. This occurred most recently between early 2019 and mid-2021 when an Alzheimer’s drug given up for dead received approval after all.

In other cases, the managers take advantage of price opportunities to add positions here they own elsewhere. They first bought electric-vehicle maker Tesla TSLA for a sibling strategy in 2011 and added it to this fund in mid-2019 after its share price fell as much as 48.5% from its then recent high. Tesla shares have soared since.

This fund’s outperformance can be significant. Over the past year through June 2021, Biogen and Tesla powered the investor shares’ top-quintile 47.4% gain, which beat the index by 6.65 percentage points. That said, entering 2020 with 7.5% of its assets in airline stocks stung. The fund subsequently finished behind the S&P 500 for the second calendar year in a row.

The fund’s trailing 10-, 15-, and 20-year returns through June 2021 are each ahead of the S&P 500 by 1.4-2.1 percentage points and are better than most peers’, whether large-blend or large-growth (the fund’s peer group from 2007 to April 2021).

Sours: https://www.morningstar.com/funds/xnas/vpmax/quote
  • Total Return
  • Consistent Return
  • Preservation
  • Tax Efficiency
  • Expense


S&P 50021.7033.8419.8918.2816.41
% Rank in Category834971243
Quintile Rank53421

Fund Details

Fund Details

  • Category
    Large-Cap Core

  • Portfolio Style

  • Expense Ratio

  • Status

  • Initial Purchase Regular

  • Load Type

  • Front End Load

  • Back End Load

Investment Policy

The Fund seeks long-term growth of capital by investing in common stocks which are chosen on the basis of greater than average earning, growth potential, and quality of management.

Management Details

  • Manager Name/Start Year
    Team Managed(N/A)

  • Inception Date

  • Phone Number

No news for VPMAX in the past two years.
Capital Gains
2020 $1.72 $13.39
2019 $1.85 $8.57
2018 $1.65 $8.55
2017 $1.44 $6.05
2016 $1.49 $4.09
2015 $1.24 $4.95
2014 $1.40 $5.91
2013 $0.98 $3.91
2012 $1.08 $0.75
2011 $0.79 $2.18
Sours: https://www.wsj.com/market-data/quotes/mutualfund/VPMAX/
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CategoryLarge-Cap Core
Portfolio StyleGrowth
Fund StatusClosed
Fund InceptionNovember 12, 2001

Team Managed

The Fund seeks long-term growth of capital by investing in common stocks which are chosen on the basis of greater than average earning, growth potential, and quality of management.

Front loadN/A
Deferred loadN/A
Max. redemption fee0%
Total expense ratio0.31%
12 b-10%
Standard deviation5.41
R. squared0.92
Standard (taxable)$50,000
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
  • 1Large-Cap Core Funds
  • 23, 5 and 10 Year Returns are Annualized

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Sours: https://www.marketwatch.com/investing/fund/vpmax
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