Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+1.75% 3 years+16.01%
3 months+7.37% 5 years+14.48%
1 year+18.12% Since inception+10.38%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.48%+13.86%
Expense ratio0.40%1.22%
Risk 5 year sharpe ratio1.000.97
Net assets$11.6B$2.8B
Average market cap$44.3B$73.6B
Average P/E23.221.3
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 11 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00


U.S. stock92.92%
International stock5.23%
Fixed income0.02%
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 Apple5.37%
MSFT Microsoft2.27%
ORCL Oracle1.87%
FB Facebook1.80%
GOOG Google1.68%
GILD Gilead Sciences1.64%
HD Home Depot1.28%
VZ Verizon1.19%
CELG Celgene1.13%
BIIB Biogen1.12%

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