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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

24.62
Net Asset Value
+0.12%
1 Day
-1.20%
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+0.33% 3 years+11.09%
3 months+6.17% 5 years+10.72%
1 year-1.13% Since inception+10.10%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+10.72%+9.88%
Expense ratio0.40%1.18%
Risk 5 year sharpe ratio0.730.71
Net assets$11.1B$2.7B
Average market cap$50.9B$84.3B
Average P/E22.521.9
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. stock92.51%
International stock4.25%
Cash3.24%
Fixed income0.00%
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 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%
PEP Pepsi1.39%
VZ Verizon1.39%

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