Vanguard U.S. Opportunities Fund Investor USD AccumulationRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 18.6 | 16.1 | -8.6 | 18.9 | 3.7 | |
+/-Cat | 2.5 | -3.4 | 3.7 | 5.5 | -1.3 | |
+/-B’mrk | - | -10.2 | 1.2 | 0.3 | -3.7 | |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 28/03/2024 | USD 1770.86 | |
Day Change | 0.08% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | IE00B03HCW31 | |
Fund Size (Mil) 28/03/2024 | USD 1346.18 | |
Share Class Size (Mil) 28/03/2024 | USD 256.41 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.95% |
Investment Objective: Vanguard U.S. Opportunities Fund Investor 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Not Disclosed 08/04/2002 | ||
Inception Date 01/07/2002 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 NR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Vanguard U.S. Opportunities Fund Investor USD Accumulation | 29/02/2024 |
|
|
Top 5 Holdings | Sector | % |
Eli Lilly and Co | Healthcare | 7.83 |
NEXTracker Inc Ordinary Shares -... | Technology | 3.08 |
Tesla Inc | Consumer Cyclical | 2.47 |
Flex Ltd | Technology | 2.37 |
Nutanix Inc Class A | Technology | 1.91 |
Increase Decrease New since last portfolio | ||
Vanguard U.S. Opportunities Fund Investor USD Accumulation |