Vanguard Health Care Fund

Vanguard Health Care Fund

Last Update: 2014-07-30

Number of Stocks: 88
Number of New Stocks: 4

Total Value: $37,934 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Vanguard Health Care Fund' s Profile & Performance

Profile

Edward Owens has worked in investment management for over 30 years. He has managed the Vanguard Health Care Fund (VGHCX) since its inception in May 1984. Owens received a B.A. from the University of Virginia, and an M.B.A from Harvard Business School.

Web Page:https://personal.vanguard.com/us/funds/snapshot?FundId=0052&FundIntExt=INT

Investing Philosophy

Mr. Owens invests primarily in health care companies. His strategy is characterized by a long-term focus and careful attention to valuations.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Vanguard Healthcare Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201343.1931.5511.6
201215.1115.4-0.3
201111.452.089.4
3-Year Cumulative83.7 (22.5%/year)55 (15.7%/year)28.7 (6.8%/year)
20106.1615.06-8.9
200920.9626.46-5.5
5-Year Cumulative135.9 (18.7%/year)125.5 (17.7%/year)10.4 (1%/year)
2008-18.45-3718.5
20074.425.61-1.2
200610.8715.79-4.9
200515.414.9110.5
20049.5112-2.5
10-Year Cumulative181.5 (10.9%/year)104.1 (7.4%/year)77.4 (3.5%/year)
200326.5828.7-2.1
2002-11.36-22.110.7
2001-6.87-11.95.0
200060.53-9.169.6
19997.0521-13.9
15-Year Cumulative405.4 (11.4%/year)98.3 (4.7%/year)307.1 (6.7%/year)
199840.828.612.2
199728.5733.4-4.8
199621.3623-1.6
199545.1737.67.6
19949.541.38.2
20-Year Cumulative1665.7 (15.4%/year)483.2 (9.2%/year)1182.5 (6.2%/year)
199311.8110.11.7
1992-1.577.6-9.2
199146.3230.515.8
199016.79-3.119.9
198932.9531.71.2
25-Year Cumulative4315 (16.4%/year)1050.7 (10.3%/year)3264.3 (6.1%/year)
198828.4116.611.8
1987-0.55.1-5.6
198621.4218.62.8
198545.7631.614.2

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User Comments

Congry
ReplyCongry - 2 months ago
?sunovion trademark of Dainippon Sumitomo Pharma Co.,Ltd Please rate investment potential(?)
Patientbioinvest
ReplyPatientbioinvest - 7 months ago
Is the latest stock pick data from 30/09/13 or is it a mistake?

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