Vanguard health care fund admiral shares. Vanguard Health Care Fund Admiral Shares, VGHAX summary

Vanguard Health Care Fund Admiral Shares (VGHAX) Latest Charts & News

vanguard health care fund admiral shares

Returns quoted represent past performance which is no guarantee of future results. She joined Wellington Management upon her graduation. Vanguard's healthcare fund compares very strongly against its peers in performance, low expenses, and good management. Fees are especially low for an active fund The Vanguard Healthcare Fund is not a like most of Vanguard's most popular funds. Over the five- and 10-year periods ended Dec. Management The fund is managed by outside subadvisor Wellington Management.

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Vanguard Health Care Fund Admiral Shares, VGHAX performance

vanguard health care fund admiral shares

The passive fund carries an annual expense ratio of just 0. If you're looking to make bold bets on biotech stocks, this certainly isn't the fund for that. More than 90% of its assets were invested in companies categorized as mid cap or larger at the time of writing. Role in Portfolio The fund can serve as a complementary part of the stock allocation in a portfolio for investors seeking more exposure to this sector. A category placement in the first percentile is the best, while a placement in the 100th percentile the is worst.

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VGHAX: Vanguard Health Care Adm

vanguard health care fund admiral shares

. Parent company Vanguard is the largest mutual fund provider in the U. Here's how its expenses stack up against two of its peers. Healthcare stocks make up about 14% of the , so investing heavily in a sector fund can reduce your diversification and result in performance that deviates from the stock market average. The investment seeks long-term capital appreciation. Many finance websites reported that the fund's dividend yield was in excess of 8%, although the true recurring dividend yield was actually closer to 1%.

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Vanguard Health Care Fund Admiral Shares, VGHAX summary

vanguard health care fund admiral shares

Does the Vanguard Health Care Fund fit in your portfolio? Class I shares and institutional have no sales charge and may be purchased by specified classes of investors. The fund offers exposure to both domestic and foreign stocks within this category. The fund tracks an index, and has put up returns that are similar to the actively managed Vanguard Health Care Fund, but with more volatility. Performance The fund has returned 0. The fund invests at least 80% of its assets in the stocks of companies principally engaged in the development, production, or distribution of products and services related to the health care industry. Custom, {against: function value {return! But if you simply want to spice up your portfolio with a little extra dose of healthcare stocks, the Vanguard Health Care Fund is a fine pick.

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Vanguard Health Care Fund Admiral Shares (VGHAX) Latest Charts & News

vanguard health care fund admiral shares

This is not a particularly speculative fund. Fund Expense Ratio Vanguard Health Care Fund 0. These companies include, among others, pharmaceutical firms, medical supply companies, and businesses that operate hospitals and other health care facilities. Vanguard aims to keep fees and expenses low, despite the fact that actively managed funds have higher operating expenses than passive index funds. Here's what you should know before investing in Vanguard's top medical mutual fund. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Investors who are particularly concerned about expenses may prefer the Vanguard Health Care Index Fund.

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Vanguard Health Care Fund Admiral Shares, VGHAX performance

vanguard health care fund admiral shares

Unfortunately, financial portals frequently make a critical error when calculating mutual fund yields, reporting that health funds yield far more than they actually do. Its largest holdings recently included plain-vanilla companies such as Bristol-Myers Squibb, UnitedHealth Group, and Allergan, which combined make up about 19% of the portfolio. Avoiding the most speculative companies has proven to be a good strategy. Additionally, the focus on a single sector carries the added risks of concentration in a single sector of the market. This is not an industry for large dividend yields, and typically invest less of their assets in healthcare for this reason.

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VGHAX

vanguard health care fund admiral shares

The fund places in the 73rd percentile of its Morningstar category for the trailing 12 months, the 43rd percentile for the trailing three years, the 46th percentile for the trailing five years and the 51st percentile for the trailing 10 years as of late October 2017. It is actively managed by Wellington Management, which acts as a subadvisor for many of Vanguard's largest and most successful actively managed mutual funds. Funds in this category invest in stocks in the health and medical fields. Returns without sales charges would be lower if the sales charges were included. But this fund may not be all it appear to be -- it's not a fund for hot biotech stocks, nor is it a fund worth owning for a dividend. As with every sector fund, however, it is probably best kept to a small portion of your total portfolio. The company's low-cost approach has led to significant inflows of assets into its funds in recent years.

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Vanguard Health Care Fund Admiral Shares, VGHAX performance

vanguard health care fund admiral shares

Selling stock at a profit isn't a sustainable or recurring source of income, and investors should exclude capital gains distributions when calculating yields on mutual funds. The Admiral share class version of the fund offers an expense ratio of 0. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The fund may invest up to 50% of its assets in foreign stocks. Higher dividend yields paid by a handful of established healthcare companies are offset by the microscopic yields of growth-oriented companies. Past performance is no guarantee of future results. Investing in the equities of companies based outside the U.

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