Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

25.64
Net Asset Value
+0.39%
1 Day
+1.18%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.39%
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-0.27% 3 years+17.42%
3 months+6.21% 5 years+15.67%
1 year+14.64% Since inception+10.33%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+15.67%+14.09%
Expense ratio0.39%1.23%
Risk 5 year sharpe ratio0.990.98
Net assets$11.2B$2.7B
Average market cap$41.9B$70.2B
Average P/E21.822.3
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

Holdings

U.S. stock94.74%
International stock4.31%
Cash0.90%
Fixed income0.05%
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 Apple Inc5.05%
MSFT Microsoft Corp2.35%
GILD Gilead Sciences Inc2.00%
GOOG Google Inc1.93%
FB Facebook Inc Class A1.90%
ORCL Oracle Corporation1.66%
VZ Verizon Communications Inc1.57%
QCOM Qualcomm Inc1.15%
GOOGL Google Inc Class A1.15%
HD Home Depot Inc1.11%

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