Cookie Notice. Theo A. Kolokotrones, Chairman of PRIMECAP Management Company. Technology and healthcare companies make up a whopping 64% of assets, and it almost completely ignores real estate, utilities, and communication companies. Fund number 12345 $58,626 MM 0.31 % VPMAX 4.4 % 11/12/01 0559 Investment objective Vanguard PRIMECAP Fund seeks to provide long-term capital appreciation. Subscriber Agreement & Terms of Use, Performance data current to the most recent month end may be obtained by calling 1-800-729-2307. Vanguard PRIMECAP is a Vanguard fund in name only. This browser is no longer supported at MarketWatch. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. Vanguard PRIMECAP Fund Admiral Shares (VPMAX) Also available as Investor Shares mutual fund. Let's conquer your financial goals together...faster. Historical and current end-of-day data provided by FACTSET. 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. PRIMECAP Odyssey Funds are distributed by ALPS Distributors, Inc. Vanguard PRIMECAP Fund;Investor mutual fund holdings by MarketWatch. The PRIMECAP Odyssey Growth Fund (NASDAQMUTFUND:POGRX) has a return profile that is closest to the Vanguard PRIMECAP Fund. Naturally, the short-term performance of the Vanguard PRIMECAP Fund will be largely driven by the performance of technology and healthcare stocks relative to other industries. Current performance of a fund may be lower or higher than the performance quoted. The Fund seeks long-term capital appreciation. If you're already a Vanguard client: Call 800-888-3751. The Odyssey Growth Fund holds about 44% of its assets in companies that are mid cap-sized or smaller compared to Vanguard's PRIMECAP Fund, which holds 8% of … This large- and mid-capitalization growth fund is managed with a long-term perspective, extremely low turnover, and a well-established investment strategy. See Vanguard PrimeCap Core Fund (VPCCX) mutual fund ratings from all the top fund analysts in one place. After all, the same people who manage the Vanguard PRIMECAP Fund also manage the Odyssey Growth Fund. Create a list of the investments you want to track. Performance data current to the most recent month end may be obtained by calling 1-800-729-2307. Its record of topping the market's return has persisted to this day. Kevin C, the answer to your question would be the Primecap Fund Admiral shares versus the 500 Index Fund Admiral shares. Technology and healthcare stocks are a staple of the Vanguard PRIMECAP Fund, making up about 54% of the fund on a combined basis, and 17% and 14% more of the fund than their weightings in the S&P 500 index, respectively. Have Watchlists? Learn more about mutual funds at fidelity.com. The firm's preference for growth stocks and long holding periods is a function of culture. investment, market cap and category. The Vanguard PRIMECAP Fund is no exception. The fund benchmarks its performance relative to the S&P 500. 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. Funds that concentrate their portfolios in individual stocks and sectors will naturally post short-term returns that can deviate significantly from the stock market average. VPMAX. Vanguard Primecap is one of a select number of benchmark-agnostic funds run by standout subadvisor Primecap. Add to watchlist; Add to portfolio; Price (USD) 167.74; Today's Change 0.70 / 0.42%; 1 Year change 9.26%; Data delayed at least 15 minutes, as of Dec 16 2020. Returns are solidly in the upper-quintile for funds in its category over periods spanning from one to 10 years, but keep in mind that the fund does take a little extra risk. They've been two of the most successful mutual funds ever. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. He co-founded PRIMECAP Management Company in September 1983. Performance charts for Vanguard PRIMECAP Fund (VPMAX) including intraday, historical and comparison charts, technical analysis and trend lines. He is the lead manager of Vanguard Capital Opportunity and Odyssey Aggressive Growth fund. Managers tend to invest for the long haul. Log in to see them here or sign up to get started. Bigger is better, Vanguard funds newsletter editor says, Newsletter editor cautions investors against ‘buy, hold and forget’. In terms of assets under management, PRIMECAP Management is one of the largest asset managers in the United States, with about $102 billion of managed money, according to recent regulatory filings. Intraday data delayed at least 15 minutes or per exchange requirements. He co-founded PRIMECAP Management Company in September 1983. Ultimately, as with any actively managed fund, it's the management that really matters. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. The California-based asset manager also runs the Vanguard Capital Opportunity Fund (NASDAQMUTFUND:VHCOX) as well as the Vanguard PRIMECAP Core Fund (NASDAQMUTFUND:VPCCX), which are also closed. Current performance of a fund may be lower or higher than the performance quoted. I think stock investors can benefit by analyzing a company with a credit investors' mentality -- rule out the downside and the upside takes care of itself. Returns as of 12/19/2020. Important Changes to Vanguard PRIMECAP Fund Vanguard PRIMECAP Fund is closed to new accounts for investors not enrolled in Vanguard Flagship Services® or Vanguard Personal Advisor Services®. View the latest Vanguard PRIMECAP Fund;Admiral (VPMAX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Visit a quote page and your recently viewed tickers will be displayed here. All quotes are in local exchange time. Vanguard Primecap and later Vanguard Primecap Core were launched. By using this site you agree to the The firm employs only 36 people in its Los Angeles office. Find the latest Vanguard Primecap Fund (VPMCX) stock quote, history, news and other vital information to help you with your stock trading and investing. Get the latest Vanguard PRIMECAP Fund Admiral Shares (VPMAX) real-time quote, historical performance, charts, and other financial information to help … He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. The recipe is simple: PRIMECAP hopes to identify companies that have good growth prospects, but cheap shares because of temporary stumbles. Vanguard PRIMECAP Fund Admiral Shares. VPMAX: Vanguard PRIMECAP Fund Admiral Shares - Fund Performance Chart. Copyright © 2020 MarketWatch, Inc. All rights reserved. The fund is run by PRIMECAP Management, a firm that Barron's once called "one of the best shops you've never heard of.". Only 16 of its employees are responsible for investment advisory and research functions (stockpicking). He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Vanguard PRIMECAP Fund Admiral made its debut in November of 2001, and since then, VPMAX has accumulated about $56.81 billion in assets, per the most up-to-date date available. The Vanguard PRIMECAP Fund beat the S&P 500 by an average of 3 percentage points per year over the last 15 years with its stockpickers' simple strategy of buying out-of-favor growth companies and holding them for a decade, if not longer. Find the latest performance data chart, historical data and news for Vanguard Primecap Fund (VPMCX) at Nasdaq.com. The fund is closed to new investors. PRIMECAP Odyssey Funds are distributed by ALPS Distributors, Inc. He is the lead manager of Vanguard Capital Opportunity and Odyssey Aggressive Growth fund. Having fewer cooks in the kitchen seems to be an asset rather than a liability. By keeping expenses low -- the fund is significantly less expensive than the average actively managed mutual fund -- more of its returns make their way to its investors' pockets. The success of the Vanguard PRIMECAP fund means that it is frequently closed to new investors, as is currently the case. See you at the top! Get Vanguard PRIMECAP Fund Admiral Shares (VPMAX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Intraday Data provided by FACTSET and subject to terms of use. The fund's main objective is to seek long-term growth of capital. But all hope is not lost for investing in a PRIMECAP-managed fund; you'll simply have to go straight to the source. Minimum Investment: None When it comes to active Vanguard funds, the Vanguard PRIMECAP Fund Admiral Shares (MUTF: VPMAX) could be … Theo A. Kolokotrones, Chairman of PRIMECAP Management Company. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Trump downplays Russia in first comments on cyberattack, contradicts Pompeo remarks, Sustainability Ratings Tell Half the Story, This one index change could make REITs even more popular, 7 mutual funds to fight the coming budget battles, 7 mutual funds to ride over the next fiscal cliff, Vanguard cuts minimum, seeks young investors, Time to buy small- and mid-caps, McKee says, Market turmoil threatens records of top fund managers, 3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - March 16, 2020, 3 Mutual Fund Misfires to Avoid - February 18, 2020, 3 Top-Ranked Mutual Funds for Your Retirement - January 29, 2020. All investing is subject to risk. There are currently no items in this Watchlist. Expense Ratio: 0.31% annually, or $31 per $10,000 invested. Monday through Friday 8 a.m. to 8 p.m., Eastern time The Odyssey Growth Fund holds about 44% of its assets in companies that are mid cap-sized or smaller compared to Vanguard's PRIMECAP Fund, which holds 8% of its assets in small and mid cap stocks. Today, however, we're going to look at the best Vanguard funds … Stock Advisor launched in February of 2002. Vanguard PRIMECAP Core Fund is an open-end fund incorporated in the USA. Over the following three decades, the actively managed Vanguard PRIMECAP Fund would turn his original investment into more than $5.5 million, or twice what it would have become if it were invested in the S&P 500. The fund was incepted in November 1984 and is managed by the Primecap Management Company. He is the lead manager of Vanguard Capital Opportunity and Odyssey Aggressive Growth fund. The fund's turnover ratio was just 9% last year, which imputes an average holding period of 11 years for individual stock holdings. It is a different fund, carrying a higher expense ratio of 0.64% compared to the 0.34% expense ratio of Vanguard PRIMECAP Fund's Admiral Shares. Trading Signals for Vanguard Primecap Fund with Buy, Sell, Hold recommendations, technical analysis, and trading strategy. Primecap Odyssey Growth (POGRX, $43.48) isn’t, in fact, a Vanguard fund. The Vanguard PRIMECAP Fund consists of both mid-cap and large-cap growth stocks and is suited for investors with a long-term perspective. Actions. Like the Vanguard PRIMECAP Fund, the PRIMECAP Odyssey Growth Fund has some quirks in how it allocates assets. But an S&P 500 tracker fund this is not! The company takes a multi-manager approach in which five individual portfolio managers are responsible for investing a portion, or "sleeve" of a fund's assets. Find our live Vanguard Primecap Fund Investor Shares fund basic information. ‘I Keep Finding These Things to Look Forward To.’ The Plaza Theatre Hopes a Sundance Bump Pays Off. Few managers have a record that looks anything like PRIMECAP's, and with fees that are more than reasonable on all of its funds (Vanguard and non-Vanguard alike), even the most ardent fans of low-cost index funds could be tempted to bet on what has been a very good jockey. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. Vanguard PRIMECAP Fund;Admiral | historical charts and prices, financials, and today’s real-time VPMAX stock price. Analyze the Fund Vanguard PRIMECAP Core Fund Investor Shares having Symbol VPCCX for type mutual-funds and perform research on other mutual funds. Get the lastest Fund Performance for Vanguard PRIMECAP Fund Admiral Shares from Zacks Investment Research Because the fund's assets are divided and run by multiple managers, the fund's portfolio is frequently overweight some sectors while massively underweight others. It isn't an index fund like most of Vanguard's funds, nor is it managed by Vanguard. View VPMCX holdings data and information to see the mutual fund assets and interests. Something went wrong while loading Watchlist. Vanguard PRIMECAP Fund Admiral Shares +14.85% +12.27% +15.12% +23.28% +6.50% +11.68%: Large Growth +16.87% +19.05% +33.58% +24.98% +3.99% +10.89%: S&P 500 TR USD +13.99% +13.17% +17.46% +19.98% +3.89% +10.95%: Fund quartile: 3rd: 3rd: 3rd: 2nd: 1st: 1st: Funds in category: 1076: 1206: 1304: 1320: 1334: 1347 Privacy Notice, and I’d like to buy a home in a warm spot near the beach for $350,000 — where should I retire? In 1984, Vanguard's founder, John Bogle, seeded the Vanguard PRIMECAP Fund with $100,000 of his own money. Vanguard PRIMECAP Fund Admiral Shares + Add to watchlist. The after tax return of Primecap is 9.54% versus 5.90% for the 500 Index Fund since their inceptions of 11/12/2001 and 11/13/2000 respectively. Market data powered by FactSet and Web Financial Group. The fund has underperformed the S&P 500 in six of the last 15 years, though it handily topped the index over the full 15-year period, returning 10.3% compared to the index's 7.3% annualized returns. Fund Description. He co-founded PRIMECAP Management Company in September 1983. 20 of analysts’ favorite large-cap stocks for 2021, including GM, Facebook and Salesforce, No matter what Congress does, 12 million jobless Americans will temporarily lose unemployment benefits, Fed lending still a snag as Washington lawmakers say they inch closer to coronavirus aid deal, The U.S. dollar is getting crushed — here’s why you can thank the Fed. Send me an email by, Cumulative Growth of a $10,000 Investment in Stock Advisor, Vanguard PRIMECAP Fund: An Active Fund Endorsed by an Index Fund King @themotleyfool #stocks $POGRX $VPMCX $VPMAX $VHCOX $VPCCX, Copyright, Trademark and Patent Information. The fund shies away from financial services and consumer staples stocks, industries that typically have less earnings growth potential. Both of its share classes earn a Morningstar Analyst Rating of Gold. Benchmark S&P 500 Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $41,267 Fund as of 12/31/19 $36,997 Benchmark as of 12/31/19 Annual returns Howard Schow founded PRIMECAP in 1983 with two others who he worked with at Capital Group, an asset manager that is best known for its Growth Fund of America, a growth stock mutual fund that had a record of beating the market by buying growth stocks and holding for the long haul. Primecap has beat the 500 index for the 3, 5 and 10 year periods. For the best MarketWatch.com experience, please update to a modern browser. Closed to new investors. Theo A. Kolokotrones, Chairman of PRIMECAP Management Company. But it isn't a big operation run out of a Manhattan skyscraper. View & analyze the VPMCX fund chart by total assets, risk rating, Min. Fund seeks to provide long-term Capital appreciation are distributed by ALPS Distributors, Inc in a Fund. And your recently viewed tickers will be displayed here market 's return has persisted to this.! Holdings data and information to see the mutual Fund assets and interests lastest Fund for. Would be the PRIMECAP Odyssey Growth Fund, a Vanguard client: 800-888-3751. Stock market average performance relative to the most successful mutual funds ever simple: PRIMECAP to. Market data powered by FACTSET and subject to Terms of Use NASDAQ only long holding is! Managed assets since 1979, has been with PRIMECAP since 1983 agree to the Vanguard Fund! Or per exchange requirements Fund basic information people who manage the Odyssey Growth Fund has quirks!, and today ’ S real-time VPMAX stock price U.S. stock quotes, news and financial information from.. 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