Vanguard U.S. Opportunities Fund Institutional USD AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 18.7 | 16.2 | -8.5 | 19.0 | 6.4 |
![]() | +/-Cat | 2.6 | -3.3 | 3.8 | 5.6 | -0.6 |
![]() | +/-B’mrk | - | -10.1 | 1.3 | 0.4 | -8.1 |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 15/07/2024 | USD 1546.11 | |
Day Change | 0.19% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | IE00B03HCY54 | |
Fund Size (Mil) 15/07/2024 | USD 1331.73 | |
Share Class Size (Mil) 15/07/2024 | USD 1007.15 | |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Not Disclosed 08/04/2002 | ||
Inception Date 08/04/2002 |
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 Institutional USD Accumulation | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 8.12 |
![]() | ![]() | 2.92 |
![]() | ![]() | 2.91 |
![]() | ![]() | 2.29 |
![]() | ![]() | 2.26 |
![]() | ||
![]() ![]() ![]() | ||
Vanguard U.S. Opportunities Fund Institutional USD Accumulation |