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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-0.70% 3 years+11.99%
3 months+3.91% 5 years+9.66%
1 year-2.18% Since inception+10.15%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+9.66%+9.88%
Expense ratio0.40%1.18%
Risk 5 year sharpe ratio0.790.75
Net assets$11.4B$2.7B
Average market cap$49.9B$83.0B
Average P/E23.324.1
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. stock91.57%
International stock4.32%
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 Apple4.27%
GOOG Google3.44%
AMZN Amazon3.15%
FB Facebook2.53%
MSFT Microsoft2.00%
V Visa1.79%
BMY Bristol-Myers Squibb1.57%
HD Home Depot1.44%
ORCL Oracle1.38%
COST Costco1.29%

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