Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Vanguard VIF Capital Growth
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-04-28  
Maximum Fees
Administrative ---
Management 0.33%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.33%
Expense Ratio 0.34%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.34%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 2002-12-03
Mngr Name M. Mohsin Ansari
Mngr Start Date 2007-12-31
Biography
M. Mohsin Ansari, Executive Vice President of PRIMECAP Management Company. He has worked in investment management and has been with PRIMECAP since 2000, has managed assets since 2007. Mr. Ansari joined PRIMECAP Management Company in July 2000. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. In 1999, he was an Associate at Andersen Consulting. Mr. Ansari graduated from Colgate University with a bachelor’s degree in Physics and from Washington University with a bachelor’s degree in Chemical Engineering. He also has an M.B.A. from the Harvard Graduate School of Business Administration.
Mngr Name James M. Marchetti
Mngr Start Date 2015-04-30
Biography
James Marchetti, Executive Vice President of PRIMECAP. He has worked in investment management and has been with PRIMECAP since 2005, has managed assets since 2014. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. From 1996 to 2003, he ran the software division of IntelliSense, a start-up acquired by Corning Inc. in 2001. Mr. Marchetti holds an MBA degree from MIT-Sloan and a bachelor's degree in Chemical Engineering, also from MIT, where he completed a thesis focused on recombinant protein recovery and purification techniques.
Mngr Name Alfred W. Mordecai
Mngr Start Date 2002-12-03
Biography
Alfred W. Mordecai, Vice Chairman of PRIMECAP Management Company. Mr. Mordecai joined PRIMECAP Management Company in August 1997. In 1996, he was an associate at McKinsey and Company. From 1990 to 1995, he worked as a nuclear engineer and program manager for the Naval Nuclear Propulsion Directorate, a joint U.S. Navy and Department of Energy organization. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. He has a master’s degree in Systems Engineering from Virginia Polytechnic Institute and State University and is a graduate of the Harvard Graduate School of Business Administration.
Mngr Name Theo A. Kolokotrones
Mngr Start Date 2002-12-03
Biography
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. He co-founded PRIMECAP Management Company in September 1983. He is the lead manager of Vanguard Capital Opportunity and Odyssey Aggressive Growth fund. Previously, Kolokotrones spent six years at Capital Research Company, most recently as Senior Vice President. He has held portfolio management responsibilities since 1979. From 1970 to 1977, Kolokotrones was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. Education: B.A., University of Chicago; M.B.A., Harvard Business School.
Mngr Name Joel P. Fried
Mngr Start Date 2002-12-03
Biography
Joel P. Fried, President of PRIMECAP Management Company. He has worked in investment management since 1985, has been with PRIMECAP since 1986, has co-managed the Master Fund since its inception in 2002 and has managed assets since 1987. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Mr. Fried received his undergraduate degree in Economic Systems/Science from the University of California, Los Angeles and is a graduate of UCLA Anderson School of Management.
Investment Advisor(s)
PRIMECAP Management Company
Web Site
www.vanguard.com
Issuer
Vanguard
Subadvisor(s)
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