Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

26.65
Net Asset Value
-0.49%
1 Day
+5.17%
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+5.42% 3 years+16.86%
3 months+4.16% 5 years+16.21%
1 year+12.64% Since inception+10.27%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+16.21%+14.09%
Expense ratio0.40%1.22%
Risk 5 year sharpe ratio1.061.03
Net assets$11.0B$2.7B
Average market cap$44.3B$70.2B
Average P/E23.220.9
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 stock5.23%
Cash1.83%
Fixed income0.02%
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 Apple5.37%
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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