Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

32.77
Net Asset Value
+0.37%
1 Day
+12.00%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.38%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. 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.

Performance

1 month+3.39% 3 years+13.87%
3 months+4.48% 5 years+15.97%
1 year+24.60% Since inception+10.56%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+15.97%+13.81%
Expense ratio0.38%1.10%
Risk 5 year sharpe ratio1.311.17
Net assets$15.1B$3.6B
Average market cap$77.8B$157.2B
Average P/E29.526.5
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 14 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock92.06%
International stock5.53%
Cash2.38%
Fixed income0.02%
Other0.00%
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
MSFT Microsoft4.33%
AAPL Apple4.28%
AMZN Amazon3.93%
GOOG Google3.27%
FB Facebook2.61%
V Visa2.02%
HD Home Depot1.87%
MA MasterCard1.60%
ADBE Adobe1.52%
BABA Alibaba Group Holding Ltd1.19%