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VLCAX Mutual Fund Price & Analysis

This fund aims to deliver extensive, cost-efficient exposure to the large-capitalization market by allocating capital to U.S. equities that collectively represent the top 85% of domestic market value. Beyond the inherent volatility of the overall stock market, a key risk stems from its strategy of investing solely in substantial U.S. companies. This concentrated approach could potentially constrain its returns during periods when other market segments achieve superior growth. For long-term investors seeking to invest in prominent U.S. corporations, this fund could be a suitable option. Strict investment guidelines govern three-quarters of the fund's total assets. It is prohibited from acquiring more than 10% of any single issuer's outstanding voting shares, and no purchase should result in more than 5% of the fund's overall assets being allocated to one issuer's securities. These rules are waived only when essential for aligning the fund's composition with its target index. It's important to note that these restrictions do not extend to investments in U.S. government debt or its associated agencies.

VLCAX Mutual Fund Chart & Stats

$173.98
$1.56(0.90%)
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VLCAX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Nvidia Corporation
7.36%
Apple Inc
6.81%
Microsoft
5.03%
Amazon.Com, Inc.
3.68%
Alphabet Inc. Class A
3.06%
Broadcom Inc.
2.68%
Alphabet Inc. Class C
2.43%
Meta Platforms, Inc.
2.29%
Tesla, Inc.
1.91%
Berkshire Hathaway B
1.54%
Total36.80%

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