Vanguard U.S. Opportunities Fund Institutional USD AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 18.7 | 16.2 | -8.5 | 19.0 | 6.8 | |
+/-Cat | 2.6 | -3.3 | 3.8 | 5.6 | -1.8 | |
+/-B’mrk | - | -10.1 | 1.3 | 0.4 | -4.1 | |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 18/04/2024 | USD 1407.95 | |
Day Change | -0.41% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | IE00B03HCY54 | |
Fund Size (Mil) 18/04/2024 | USD 1260.43 | |
Share Class Size (Mil) 18/04/2024 | USD 937.47 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.85% |
Investment Objective: Vanguard U.S. Opportunities Fund Institutional USD Accumulation |
The Fund seeks to provide long-term growth of capital by investing in stocks with above-average earnings growth potential that is not reflected in their current market prices. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 08/04/2002 | ||
Inception Date 08/04/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 NR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vanguard U.S. Opportunities Fund Institutional USD Accumulation | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Eli Lilly and Co | Healthcare | 7.82 |
NEXTracker Inc Ordinary Shares -... | Technology | 3.00 |
Flex Ltd | Technology | 2.35 |
Tesla Inc | Consumer Cyclical | 2.10 |
Raymond James Financial Inc | Financial Services | 1.85 |
Increase Decrease New since last portfolio | ||
Vanguard U.S. Opportunities Fund Institutional USD Accumulation |