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Vanguard US Discoveries Inv USD

Ranked 59 out of 877 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Gary C Hatton

Gary Hatton graduated with a BS degree from the University of Rhode Island and an MS degree from the University of Wisconsin. He is currently an executive vice president and a portfolio manager at Vanguard where he manages north American equities. Gary has worked in investment management since 1982 and is a holder of the Chartered Financial Analyst (CFA) designation.

Jane M White

Jane White graduated with a BA degree from Boston University. She is currently an executive vice president and portfolio manager at Vanguard where she manages North American equities. Jane has worked in investment management since 1980.

Objective

The fund seeks to provide long-term capital growth. It employs an active management strategy to invest mainly in US stocks. The fund invests in stocks of small companies. The Fund’s policy is to remain substantially invested in common stocks that are listed or traded on recognized exchanges or markets in the United States.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 15.5% -8.6% 7.2% 12.2% 5.1%
2015 -8.7% 3.5% 1.8% -16.8% 4.2%
2014 5.2% 1.0% -1.7% -4.1% 10.4%
2013 56.9% 13.2% 6.3% 12.7% 15.7%
2012 20.9% 14.0% -2.0% 7.0% 1.0%
2011 -0.5% 8.1% 0.9% -20.4% 14.7%
2010 45.5% 14.9% -5.2% 15.4% 15.7%
2009 40.6% -10.5% 27.0% 22.3% 1.1%
2008 -41.1% -16.0% -1.2% -3.7% -26.3%
2007 4.9% 5.0% 4.3% 1.4% -5.5%
2006 8.7% 18.3% -13.2% -2.5% 8.6%
2005 6.9% -10.8% 7.9% 7.0% 3.8%
2004 18.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2016

Top 10 Holdings

Stock Size
Other Assets 4.55
Neogenomics Inc ORD 3.53
Modine Manufacturing Co ORD 3.02
Kaman Corp ORD 2.95
Rush Enterprises Inc ORD 2.94
Brooks Automation Inc ORD 2.88
Invacare Corp ORD 2.87
Douglas Dynamics Inc ORD 2.67
Albany International Corp ORD 2.60
Lawson Products Inc ORD 2.43
31/12/2016

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Ireland
  8. Israel
  9. Luxembourg
  10. Netherlands
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date01/07/2004
  • Share Class size107Mn
  • Base currencyUSD
  • ISIN IE0034156459

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.85%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).