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. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Vanguard Wellesley Income celebrated its 50th anniversary last July. (opens in new tab), The Best T. Rowe Price Funds for 401(k) Retirement Savers. Target-date funds hold stocks and bonds and are designed to help people invest appropriately for retirement. Vanguard funds are top of mind when it comes to index investing. Lazard focuses on highly profitable companies trading at low relative valuation. As a note, the Vanguard PRIMECAP Fund Admiral Shares is currently closed to new investors not enrolled in Vanguard Flagship Services or Personal Advisor Services though its sister fund (VPMCX (opens in new tab)) is still found in many 401(k) retirement plans. Manager shifts have taken place at the fund's other subadviser, Vanguard's in-house quantitative equity group, too. A sizable helping of airline stocks including Southwest Airlines (LUV (opens in new tab)), United Airlines (UAL (opens in new tab)) and American Airlines (AAL (opens in new tab)) hurt the fund when the economy shut down for COVID-19. The Investor share class of Vanguard Target Retirement 2030, for instance, charges 0.14% per year. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds out there. Cookie Notice (). VPMAX has long been one of . Fidelity's low-cost mutual funds are excellent core holdings for beginner investors. Primecaps long-term focus also means the managers worry less about one years underperformance. Aristotle joins three other firms: Lazard Asset Management, Sanders Capital and Hotchkis & Wiley Capital Management. Fundamental company data and analyst estimates provided by FactSet. Wenn Sie Ihre Auswahl anpassen mchten, klicken Sie auf Datenschutzeinstellungen verwalten. Future US, Inc. Full 7th Floor, 130 West 42nd Street, A small change is ahead for Vanguard's target-date funds. Those changes are less worrisome, however, because the quantitative stock group relies on a complex algorithm to choose stocks. Steadiness and muted returns often go hand in hand, however. Investors too often buy and sell funds at precisely the wrong times, which, in itself, suggests a contrarian strategy that just might work over the long term. Learn more about VWELX at the Vanguard provider site. Published 24 January 23. recession Investment firm Baillie Gifford is one of two subadvisers that run VWIGX, but it manages the biggest chunk (70%) of the assets. As a result, we often ignore opportunities presented overseas and succumb to a hometown bias. As a result, Vanguard's actively managed funds feature rock-bottom fees just like its passive investment options. When autocomplete results are available use up and down arrows to review and enter to select. There are currently no items in this Watchlist. Matthew Hand, a longtime member of VEIPX's analyst team, has been tapped to take over. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. But Vanguard's actively managed funds should be on equal footing with their passive brethren. Minimum investment: $0. With that in mind, here are five of Vanguard's active funds to own for the long term. 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. 2022's Best Mutual Funds in 401(k) Retirement Plans. We rank Vanguard's best actively managed funds, including its target-date solutions. The Vanguard PRIMECAP Fund consists of both mid-cap and large-cap growth stocks and is suited for investors with a long-term perspective. (opens in new tab), 11 Emerging Market Stocks That Analysts Love. Overall, I see less change than at the typical actively managed fund. Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). The funds are benchmarked to the S&P 500, and managers are compensated based on it--though those designated as growth funds have consistently been in the growth side of the style box. By the way, if you want to see how huge numbers of investors are going to. But we're watching VEIPX closely now because a key manager is leaving. Over the past five years, this Vanguard fund has experienced above-average volatility compared with all large-company growth funds. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. Published 21 December 22. stocks China stocks make up 13% of the assets and some have been a real drag. Bei der Nutzung unserer Websites und Apps verwenden wir, unsere Websites und Apps fr Sie bereitzustellen, Nutzer zu authentifizieren, Sicherheitsmanahmen anzuwenden und Spam und Missbrauch zu verhindern, und, Ihre Nutzung unserer Websites und Apps zu messen, personalisierte Werbung und Inhalte auf der Grundlage von Interessenprofilen anzuzeigen, die Effektivitt von personalisierten Anzeigen und Inhalten zu messen, sowie, unsere Produkte und Dienstleistungen zu entwickeln und zu verbessern. The combination of municipal bonds and buy-and-hold investing has produced some pretty decent returns. Primecap is one of the best Vanguard funds offered in 401(k) plans, and it's run by five of the best stock-pickers in the country. This copy is for your personal, non-commercial use only. (opens in new tab), 65 Best Dividend Stocks You Can Count On in 2022. Performance charts for Vanguard PRIMECAP Fund (VPMAX) including intraday, historical and comparison charts, technical analysis and trend lines. The Fund seeks to provide long-term capital appreciation. Plus, the quant group runs just one-third of the portfolio. Chinese internet powerhouses Tencent Holdings (TCEHY (opens in new tab)) and Alibaba Group (BABA (opens in new tab)), for example, are among the portfolio's top 10 holdings and make up more than 6% of assets. That won't change, and Simon Webber has been with the fund since late 2009, but he does have a new comanager in James Gautrey, who joined in late 2020. It doesn't include any regular monthly 401(k) contributions you might make. The general mantra for much of the financial planning community is to fill your retirement accounts and other tax-free/tax-deferred vehicles first before even considering a taxable account. Through October, Primecap funds had another subpar year relative to their Morningstar Category peers, which could add to the capital gains sting for recent investors who have not experienced the. Performance. Passive investing isn't the only card up Vanguard's sleeve. But context matters. Klicken Sie auf Alle ablehnen, wenn Sie nicht mchten, dass wir und unsere Partner Cookies und personenbezogene Daten fr diese zustzlichen Zwecke verwenden. New York, Here are nine of the best stocks for rising interest rates. Heres what to do instead. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. The Federal Reserve has been aggressive in its rate hiking, and it's likely not done yet. This approach brings diversification of thought to the investment strategy. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Managers from Schroders run the remaining 30%. Dan Culloton does not own (actual or beneficial) shares in any of the securities mentioned above. Copyright 2023 Dow Jones & Company, Inc. All Rights Reserved. In any case, Vanguard fees are already about 75% cheaper than most of its peers one feature we've always liked about the series. Privacy Policy and Many financial advisors say it's wise to adjust clients' investment mix as market conditions change. Basically, those firms with more debt make up more of the index. Experts make the investing decisions, rebalance the portfolio when needed and shift holdings to a more conservative mix as you age. Returns and data are as of April 30. VPMCX U.S.: Nasdaq Vanguard PRIMECAP Fund;Investor Watch list Last Updated: Feb 28, 2023 $ 129.61 -0.53 -0.41% Previous Close $130.14 Advanced Charting 124.44 52 Week Range 160.26 Partner Center. Yet Primecap has stayed with the stocks it likes. Zoom (ZM), Tesla (TSLA), Square (SQ), and most of the FAANGs (Facebook (FB), Amazon.com (AMZN), Apple (AAPL), Netflix (NFLX), and Alphabet (GOOG) [aka Google]) posted stratospheric gains. All told, Primecap had an estimated $38 billion in mutual fund assets under management and more than $15 billion in separate account assets for a total of more than $53 billion, not accounting any of the firm's institutional accounts, according to Morningstar data. Sie knnen Ihre Einstellungen jederzeit ndern, indem Sie auf unseren Websites und Apps auf den Link Datenschutz-Dashboard klicken. In fact, it is for all Vanguard funds though you'll need to invest a minimum of $50,000 to work with one of their advisors. Have Watchlists? The firm actually has two target-date series: the Institutional Target Retirement funds and the Target Retirement funds. In other words, you have been better off in VEXPX than in a small-company index fund over that time. PODCAST: Investing for Income with Jeffrey Kosnett. By Kyle Woodley This is the central question to ask of a good fund thats had a bad year. Find out about Morningstars Over the past 12 months, the fund has logged a 21.7 loss, more than the 1.0% gain in the S&P 500. Senior Associate Editor, Kiplinger's Personal Finance, Financial Literacy Stunner: Gen Z Taps TikTok for Financial Advice, Stock Market Today: S&P 500 Snaps Weekly Losing Streak, Best AI Stocks to Buy: Smart Artificial Intelligence Investments, The 6 Safest Vanguard Funds to Own in a Bear Market, 7 Best Small-Cap Stocks to Buy for 2023 and Beyond, Can Stocks Picked by Artificial Intelligence Beat the Market? Privacy Policy and Municipal bonds are a staple when it comes to tax-efficient fixed-income investing. Taxable accounts and tax-deferred investment accounts each have unique advantages. And one of the best international funds happens to be the Vanguard International Growth Fund Investor Shares (VWIGX (opens in new tab), $34.77), which owns both developed and emerging market stocks of various sizes. Whats our next move? These Schwab mutual funds offer a great blend of low fees and high diversification. We're more optimistic about the future of Windsor II, but we're still watching it closely, which explains the Hold recommendation. For the best MarketWatch.com experience, please update to a modern browser. The crisis in Ukraine has hobbled European stocks, which comprise more than 40% of the portfolio. Published 23 January 23. The fund seeks. VWIGX is one of the best actively managed Vanguard funds for investors to gain exposure to foreign stocks. And for the most part, index funds fulfill their purpose they track the indexes they mirror, less expenses. John Madziyire became a manager of VIPSX in November 2021 (the two overlapped for a few weeks). But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds. As far as active Vanguard funds are concerned, POGX is a reasonable alternative to VPMAX. Because of this, an actively managed fund must earn more than its fees in order to bring investors a return. Learn more about VASVX at the Vanguard provider site. California Weighs $360,000 in Reparations to Eligible Black Residents. In this article I break down what happened Plus, relative to its peers funds that invest in value-priced large companies Vanguard Windsor II is starting to shine brightly. The bad news: VWNFX is now a tad growthier than some of its large-company value fund peers. The reason? She's a veteran at Wellington Management and has been a comanager on the bond portion of this fund since 2017. Sometimes a slump is accompanied by or preceded by an exodus of talent. Given its low expense ratio of 0.20%, VFSTX is one of the best actively managed fixed-income Vanguard funds for your portfolio. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. If there is one flagship active mutual fund under Vanguard's umbrella, it has to be the Vanguard PRIMECAP Fund Admiral Shares (VPMAX (opens in new tab), $151.59). Here are nine of the best stocks for rising interest rates. As a balanced fund, VTMFX owns both stocks and bonds set at roughly 50% apiece for each asset class. We've rated this popular Vanguard 401(k) fund a Hold, however, because longtime fund manager Gemma Wright-Casparius retired in late 2021. Back in 2018, Hand shed some of his analytical duties to work more closely with Reckmeyer and learn the art of portfolio building and risk management. Wellington Management's Michael Reckmeyer, who manages two-thirds of the fund's assets, is retiring in June 2022. Let's look at some of the best Vanguard funds for your 401(k) plan and weed out a few lesser options, too. The fund can serve as a complement for investors with an already diversified portfolio. tech stocks The smaller circles are from the beginning of the time period, and the bigger are the most recent. VWIGX has long been one of our favorite international stock funds. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Those stocks have underperformed recently because of a regulatory crackdown on tech firms and other shake ups in China. Vanguard Wellington is a moderate-risk investment choice because it holds both stocks and bonds. Investors can still hire this excellent management team via Primecap's own Odyssey funds, though. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. The fund also concentrates on few sectors, particularly health care and technology, so the fund can be subject to volatility from changes in those sectors. Learn more about Vanguard's Target Retirement Funds at the provider site. Once they buy a stock, they tend to hang on. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. Copyright FactSet Research Systems Inc. All rights reserved. Heres what to do instead. Baillie Gifford is willing to pay up for stocks with explosive growth. These products and services are usually sold through license agreements or subscriptions. Over the past five years, no managers have left. Kiplinger is part of Future plc, an international media group and leading digital publisher. Learn more about VPMAX at the Vanguard provider site. Expenses aren't uniform across the target-date series currently, so shareholders in the nearer dated funds stand to save a little less. But French luxury stock Kering SA (PPRUY (opens in new tab))? Sources: FactSet, Dow Jones, Stock Movers: Gainers, decliners and most actives market activity tables are a combination of NYSE, Nasdaq, NYSE American and NYSE Arca listings. First, it helps the fund produce a higher yield 2.1% versus just 1.7% for its index-tracking sister, the Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX (opens in new tab)). Learn more about VEXPX at the Vanguard provider site. We also review the firm's two target-date series, Institutional Target Retirement and Target Retirement, which are among Vanguard's most popular 401(k) funds and are due to merge (more on that below). ClearBridge Investments focuses on industry leaders that generate substantial free cash flow (money left over after necessary expenses to sustain the business) and make wise capital allocation decisions. Source: Kantar Media. This is one instance where active really does work better than an index. NY 10036. An artificial intelligence stock-picking platform identifying high-potential equities has been sharp in the past. Find out about Morningstars And Vanguard lets you have your cake and eat it, too, with the Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX (opens in new tab), $39.35). Heres how it works. Adobe was a winner, but Intel was in the red in 2020. Here's a road map for investors. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. The $56 billion Vanguard Wellesley Income fund (ticker: VWINX), which invests in large cap value stocks and investment-grade bonds, appeared to lose 56%, according to Vanguard's website.. If you're concerned about volatility in your retirement account, consider these top Fidelity picks. Four of the funds are total market funds Vanguard Total Stock Market Index (VTSAX (opens in new tab)), Vanguard Total Bond Market Index (VBTLX (opens in new tab)), Vanguard Total International Stock Index (VTIAX (opens in new tab)) and Vanguard Total International Bond Index (VTABX (opens in new tab)). The firms run slivers of the portfolio independently. However, returns over the past one year and three years have exceeded those of the underlying benchmark (by 2.7 percentage points and 1.9 percentage points, respectively). The market downturn this year gives savvy investors a potential way of lowering their tax bill. stocks So, no, it doesnt look like Primecap has changed its stripes. Over the past five years which includes the period that Moran has been with the fund Vanguard Wellington beats 82% of its peers with an 8.5% annualized return. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. Learn more about VPMCX at the Vanguard provider site. Both series hold mostly index funds, but active decisions are made on asset allocation. My sister is always struggling with money and drugs: I own a house with my husband and mother. Change value during other periods is calculated as the difference between the last trade and the most recent settle. Published 14 December 22. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. Download a complimentary copy of FundInvestor by visiting the website. Learn more about VTMFX at the Vanguard provider site. Its emphasis on deep fundamental research in an area. See PrimeCap Odyssey Stock Fund (POSKX) mutual fund ratings from all the top fund analysts in one place. Note: VFSTX also trades as Admiral class shares (VFSUX (opens in new tab)). "Mike and I both grew up at Wellington," he says. Bloomberg Law speaks with prominent attorneys and legal scholars, analyzing major legal issues and cases in the news. The article was published in the January 2021 issue of Morningstar FundInvestor. Seniors:Heres an easy wayto cut your risk of a heart attack or stroke by nearly 80%. A third weak spot was big biotech names like Biogen (BIIB) and Amgen (AMGN), which have been big winners in the past but lost money in 2020. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. Fixed income is another area where active management can often boost returns versus passive/index funds. Learn more about VWIGX at the Vanguard provider site. But decisions to buy an index fund generally hinge on whether you seek exposure to a certain part of the market. AI stocks have been bloodied up in recent months, but the technology's relentlessly growing importance should see the sun shine on them again. Vanguard Target Retirement 2045, 2050 and 2055 currently charge 0.15% in annual expenses, so this fee cut represents a nearly 50% drop. Making investing more affordable for everyone- Admiral Shares combine low expense ratios with low investment minimums. Another trouble spot has been China, almost halfway around the world from Ukraine. On the bond side, Moran tilts heavily toward high-quality corporate debt, but spices up returns with a smattering of investment-grade asset-backed securities and taxable municipal bonds. As a whole, the fund holds roughly 180 stocks. The latter two have been closed to new investors for some time. PRIMECAP Management Company has managed the fund since 1984. Market data provided by Xignite. The Primecap-managed funds have been among the few offerings in Vanguard's stable and the mutual fund industry overall to have done relatively well in the crash of 2008 and early 2009, as well as in the market's recent rebound. Analysts say a tough 2022 has left these small-cap stocks priced for outperformance in the new year and beyond. The three most experienced managers have more than $1 million each in all six funds. Verify your identity, personalize the content you receive, or create and administer your account. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. So, Primecap Core's closure and restrictions are consistent and should help keep new money from swamping the management team's fundamentally oriented, long-term-focused, contrarian growth strategy. The fund is closed to new investors. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Has It Changed? Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. Marriott Bonvoy Business American Express Card Review 125,000 Bonus Points + Free Annual Award Night, Health Care Sharing Ministries: Understanding the Risks and Bankruptcy Examples, 5.01% APY 12-Month CD, 5.00% APY 17-Month CD, 4.50% APY No-Penalty CD via SaveBetter, Elements Financial CU: 4.25% APY Savings Until 10/31, 5.00% APY Rewards Checking for 12 Months ($20k Max), HMBradley Bank Review: 4.20% APY w/ New Credit Card Spend Requirements (Existing Users Exempt Until June 2023). Learn more about VWUSX at the Vanguard provider site. The technology is here, but politics may stand in the way. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Published 24 January 23. recession When you purchase through links on our site, we may earn an affiliate commission. These products are straightforward, low-cost and do all of the work for you. Looking to buy your first index fund? Among the 100 most widely held funds in 401(k) plans, roughly a third are Vanguard funds. (opens in new tab), The Best Fidelity Funds for 401(k) Retirement Savers. On December 29th, 2021 Vanguard Target Retirement Funds all dropped in share price by as much as 14% in a single day. This is his first post as sole manager at Vanguard. Newsletter editor cautions investors against buy, hold and forget. By Louis Navellier Hi! ETFs This browser is no longer supported at MarketWatch. VASVX focuses on mid-cap stocks, or those with market caps within the $2 billion to $10 billion range. By Jeff Reeves From the Oct. 9, 2007, market peak to its March 9, 2009, trough, Primecap and Primecap Core lost 36.2% and 36.8%, respectively, while the Russell 1000 Growth Index and the typical large-growth fund lost 39.1% and 40.9%, respectively. Am I crazy? After my mother died, my cousin took her designer purse, and my aunt took 8 paintings from her home then things really escalated, It broke me: Everyone says you need power of attorney, but nobody tells you how hard it is to use. Learn more about VWUSX at the Vanguard provider site. Wellington Management, for example, picks stocks with higher growth potential relative to their valuations. Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. Active management and specialists can play a great role in finding top international stocks and help improve opportunity sets and returns in a portfolio. Returns for the fund tend to go through periods of significant outperformance and slight underperformance versus its benchmark the Russell Midcap Value Index. But if you use one of Vanguard's financial advisors, the investment minimum is waived. Top holdings at the moment include drug manufacturer Eli Lilly (LLY (opens in new tab)) and creative cloud superstar Adobe (ADBE (opens in new tab)) both of which are targeted for earnings-per-share growth in the double digits over the next three to five years, according to S&P Global Market Intelligence. Consider yourself lucky. So, Primecap Core's closure and. Only three analysts have left, while four have been hired. It is able to do this because the firm is a partnership in which ownership is very lucrative for those successful in the long run. And that's what you get with the Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX (opens in new tab), $10.41) a member of the Kiplinger 25, our list of high-quality, low-cost mutual funds. Primecap and Vanguard have always been cognizant of the deleterious affect hot cash flows and large asset bases can have on investment performance. Chances are, even if you don't have your 401(k) parked at Vanguard, you have a fund or two from the Malvern, Pennsylvania-based fund company in your employer-sponsored retirement savings plan. Despite having over nearly $59 billion in assets, the fund only owns 121 stocks. VPMAX has long been one of the best-performing active stock funds in history generating an 11.2% average annual return since 2001. We earn $400,000 and spend beyond our means. That computer model shouldn't change with the new guard. Vanguard PrimeCap Fund has an expense ratio of 0.31 percent. Four subadvisers remain: Wellington Management, Jennison Associates and Baillie Gifford each runs roughly 28% of assets and Vanguard's in-house quantitative equity group, which runs the rest. But we're feeling a little cautious these days because a key manager left in April 2022. Intraday data delayed at least 15 minutes or per exchange requirements. Vanguard Explorer holds stock in growing small caps and mid-caps, which have taken it on the chin in recent months. Holding stocks for these extended periods of time helps to reduce taxes. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Just bear in mind: Because small-cap stocks tend to be more volatile than large caps, VEXPX should be a held as a complement to a core holding in a large-company stock fund or a total stock market fund. NY 10036. Though its 10-year annualized record keeps pace with the S&P 500, Vanguard Primecap has lagged the index in five of the past 10 full calendar years, most recently in 2020. Analysts say a tough 2022 has left these small-cap stocks priced for outperformance in the new year and beyond. It has been a member of the Kiplinger 25, our favorite actively managed no-load funds, since early 2017. Vanguard Primecap was closed to all investors long ago, but if it's offered in your 401(k) plan, you can still put away up to $25,000 a year. We use cookies and browser capability checks to help us deliver our online services, including to learn if you enabled Flash for video or ad blocking. What are the Cheapest Vegetables Per Pound? Here's a comprehensive guide on what you need to know. Who Is Primecap? AI stocks were big winners on Friday after C3.ai posted solid earnings and guidance. Since adding Aristotle, the fund has taken a heavier tilt toward technology from the high-single digit exposure of previous years, says Morningstar Analyst Alec Lucas. Published 6 January 23. small cap stocks Terms of Service apply. By Jeff Reeves Its year-to-date return for the first four months of 2022 ranks among the bottom 96% of large-company value funds. But most things are relative in the investing world, and that beats the Russell 2000, which lost 16.9%. But Windsor II still retains a distinct value profile: The portfolio's price-to-earnings (P/E) ratio of 16 is higher than the 14 P/E of other large-value funds, but it's a far cry from the 26 P/E ratio of the typical growth fund. Shares in these companies will rise again, when uncertainty about inflation, interest rates and Ukraine slip away. Sources: FactSet, Tullett Prebon, Currencies: Currency quotes are updated in real-time. This site is protected by reCAPTCHA and the Google That's significantly higher than the roughly 2% rate of annual inflation over each the past five calendar years. Note: VWIGX is also available in Admiral shares (VWILX (opens in new tab)). Vanguard PRIMECAP Fund Admiral Shares (VPMAX) Nasdaq - Nasdaq Delayed Price.
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