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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests mainly in the stocks of mid- and large-capitalization U.S. companies whose revenues and/or earnings are expected to grow faster than those of the average company in the market. It uses multiple investment advisors.


1 month+1.95% 3 years+18.53%
3 months+5.05% 5 years+13.93%
1 year+8.18% Since inception+10.32%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.93%+12.64%
Expense ratio0.40%1.20%
Risk 5 year sharpe ratio1.061.01
Net assets$11.8B$2.6B
Average market cap$43.2B$80.8B
Average P/E22.225.1
Portfolio turnover41%41%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 11 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00


U.S. stock92.97%
International stock3.47%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 20.73%
Industrial materials 13.60%
Consumer service 11.86%
Telecommunication 9.13%
Healthcare 8.05%
Top 10 Holdings
Portfolio weighting
AAPL Apple4.67%
-- 2.71%
AMZN Amazon2.61%
FB Facebook2.18%
V Visa1.71%
HD Home Depot1.52%
ORCL Oracle1.48%
GILD Gilead Sciences1.38%
BMY Bristol-Myers Squibb1.35%
MSFT Microsoft1.32%