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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

25.91
Net Asset Value
+1.13%
1 Day
+3.97%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.40%
Expense Ratio
Average
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.

Performance

1 month+4.19% 3 years+7.91%
3 months-0.81% 5 years+12.95%
1 year+0.32% Since inception+10.10%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+12.95%+14.98%
Expense ratio0.40%1.16%
Risk 5 year sharpe ratio1.101.05
Net assets$10.9B$2.8B
Average market cap$52.0B$89.4B
Average P/E23.926.2
Portfolio turnover51%51%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 12 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock92.35%
International stock5.99%
Cash1.60%
Fixed income0.06%
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 Apple4.12%
AMZN Amazon3.33%
GOOG Google3.24%
FB Facebook3.11%
V Visa2.01%
MSFT Microsoft2.00%
HD Home Depot1.36%
AMGN Amgen1.29%
PEP Pepsi1.24%
BMY Bristol-Myers Squibb1.19%

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