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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

25.72
Net Asset Value
-0.35%
1 Day
+3.21%
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-0.12% 3 years+12.05%
3 months+3.92% 5 years+13.95%
1 year+5.87% Since inception+10.20%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+13.95%+9.98%
Expense ratio0.40%1.17%
Risk 5 year sharpe ratio0.880.84
Net assets$11.4B$2.8B
Average market cap$47.6B$88.4B
Average P/E22.427.9
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--

Holdings

U.S. stock92.84%
International stock5.49%
Cash1.61%
Fixed income0.06%
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 Apple3.56%
AMZN Amazon2.92%
-- 2.88%
FB Facebook2.85%
BMY Bristol-Myers Squibb1.90%
V Visa1.90%
PEP Pepsi1.50%
MSFT Microsoft1.47%
VZ Verizon1.45%
HD Home Depot1.43%

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