Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

31.26
Net Asset Value
+1.66%
1 Day
+6.84%
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-1.51% 3 years+13.23%
3 months+7.81% 5 years+16.78%
1 year+28.45% Since inception+10.63%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+16.78%+15.29%
Expense ratio0.38%1.11%
Risk 5 year sharpe ratio1.521.37
Net assets$14.8B$3.7B
Average market cap$73.2B$144.1B
Average P/E27.028.7
Portfolio turnover48%48%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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%