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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

27.25
Net Asset Value
+0.04%
1 Day
+11.82%
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+2.64% 3 years+11.72%
3 months+6.90% 5 years+12.62%
1 year+18.58% Since inception+10.25%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+12.62%+11.55%
Expense ratio0.38%1.15%
Risk 5 year sharpe ratio1.061.00
Net assets$11.6B$3.0B
Average market cap$54.6B$101.4B
Average P/E24.126.1
Portfolio turnover51%51%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 13 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock92.97%
International stock5.94%
Cash1.03%
Fixed income0.07%
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 Apple5.10%
GOOG Google3.48%
MSFT Microsoft3.36%
AMZN Amazon2.88%
FB Facebook2.65%
V Visa1.79%
BMY Bristol-Myers Squibb1.42%
PEP Pepsi1.26%
HD Home Depot1.26%
CMCSA Comcast1.19%