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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+6.40% 3 years+11.71%
3 months+6.54% 5 years+12.09%
1 year+1.20% Since inception+10.10%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.09%+9.98%
Expense ratio0.40%1.17%
Risk 5 year sharpe ratio0.790.76
Net assets$11.0B$2.7B
Average market cap$50.9B$83.4B
Average P/E22.523.9
Portfolio turnover41%41%

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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--


U.S. stock92.51%
International stock4.25%
Fixed income0.00%
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 Apple4.77%
GOOG Google3.46%
FB Facebook2.89%
AMZN Amazon2.50%
MSFT Microsoft2.06%
V Visa1.93%
BMY Bristol-Myers Squibb1.56%
HD Home Depot1.55%
VZ Verizon1.39%
PEP Pepsi1.39%

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