VAPPX Mutual Fund

VAPPX Mutual Fund

NAV$24.40
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Fund Essentials - as of May 31, 2026

Net Assets
$453M
Expense Ratio
0.73%
Dividend Yield (Current)
4.72%
Holdings
65
Inception Date
Sep 22, 1998
Fund Family
VALIC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.57%
1 Year+12.02%
3 Year+19.54%
5 Year+11.61%
10 Year+15.13%

Asset Allocation

Stocks: 98.29%
Cash: 1.71%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.9.45%
AAPLApple, Inc6.75%
AVGOBroadcom Inc5.79%
AMZNAmazon.Com Inc5.11%
MSFTMicrosoft Corp5.02%
Top 10 Concentration: 50.88%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.72%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VAPPX Mutual Fund Overview

VAPPX Mutual Fund (VALIC Company I Capital Appreciation Fund) is managed by VALIC with $452.8M in net assets. VAPPX expense ratio is 0.73%, holding 65 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 1998-09-22.

VAPPX performance shows a YTD return of 4.57%. The 1-year return is 12.02% and the 5-year return is 11.61%. VAPPX dividend yield stands at 4.72%, paid annually.

VAPPX top holdings include Nvidia Corp. (9.4%), Apple, Inc (6.8%), Broadcom Inc (5.8%), Amazon.Com Inc (5.1%), Microsoft Corp (5.0%). Go to all VAPPX holdings, VAPPX sectors, or VAPPX dividends.

VAPPX can be compared against other funds. Use VAPPX overlap to find shared positions, or VAPPX vs another fund for a side-by-side view. VAPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.