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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

26.37
Net Asset Value
+0.08%
1 Day
+4.06%
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-3.90% 3 years+16.16%
3 months-3.37% 5 years+16.69%
1 year+7.68% Since inception+10.40%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+16.69%+16.96%
Expense ratio0.40%1.20%
Risk 5 year sharpe ratio1.201.19
Net assets$11.9B$2.8B
Average market cap$44.6B$81.2B
Average P/E23.823.1
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

Holdings

U.S. stock92.92%
International stock5.17%
Cash1.71%
Fixed income0.19%
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 Apple5.40%
GILD Gilead Sciences1.95%
AMZN Amazon1.92%
FB Facebook1.86%
GOOG Google1.78%
ORCL Oracle1.61%
MSFT Microsoft1.43%
BIIB Biogen1.33%
HD Home Depot1.32%
BMY Bristol-Myers Squibb1.24%

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