Manager Jean Hynes will step down from her portfolio management duties on Vanguard Health Care at the beginning of 2025 to focus on her role as Wellington’s CEO. (Wellington is this strategy’s subadvisor). Hynes, who has delivered strong results since becoming the lead manager in January 2013, has increasingly relied on Wellington’s highly capable team of healthcare investors since assuming the CEO role in 2021. In May 2023, the team promoted Wellington veteran Rebecca Sykes to comanager. Sykes, who joined the firm’s healthcare team in 2007, has worked closely with Hynes for over a decade and is in a good position to succeed her. She possesses deep expertise in healthcare, particularly in pharmaceuticals and biotech, the portfolio’s two largest industries by allocation. Hynes will continue to be available as a valuable resource at Wellington.
Vanguard Health Care Inv VGHCX
- NAV / 1-Day Return 227.71 / −0.42 %
- Total Assets 51.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.350%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Health
- Investment Style Large Growth
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 0.71%
- Turnover 16%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 PM GMT+0
Morningstar’s Analysis VGHCX
Will VGHCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Eli Lilly and Co | 9.63 | 4.6 Bil | Healthcare |
UnitedHealth Group Inc | 6.80 | 3.3 Bil | Healthcare |
AstraZeneca PLC | 5.63 | 2.7 Bil | Healthcare |
Merck & Co Inc | 4.59 | 2.2 Bil | Healthcare |
Novartis AG Registered Shares | 3.53 | 1.7 Bil | Healthcare |
Novo Nordisk A/S Class B | 3.32 | 1.6 Bil | Healthcare |
Daiichi Sankyo Co Ltd | 2.78 | 1.3 Bil | Healthcare |
Danaher Corp | 2.62 | 1.3 Bil | Healthcare |
Alnylam Pharmaceuticals Inc | 2.55 | 1.2 Bil | Healthcare |
Thermo Fisher Scientific Inc | 2.44 | 1.2 Bil | Healthcare |