Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

30.96
Net Asset Value
-0.61%
1 Day
+5.81%
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-0.93% 3 years+13.00%
3 months-1.09% 5 years+16.06%
1 year+26.79% Since inception+10.49%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+16.06%+13.81%
Expense ratio0.38%1.10%
Risk 5 year sharpe ratio1.321.18
Net assets$14.3B$3.6B
Average market cap$73.2B$149.6B
Average P/E27.027.1
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. stock92.89%
International stock5.36%
Cash1.74%
Fixed income0.01%
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
AAPL Apple5.29%
MSFT Microsoft4.16%
GOOG Google3.77%
FB Facebook3.26%
AMZN Amazon3.08%
V Visa2.01%
HD Home Depot1.81%
MA MasterCard1.45%
BABA Alibaba Group Holding Ltd1.31%
ADBE Adobe1.25%