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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

21.98
Net Asset Value
+1.57%
1 Day
-11.80%
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-6.71% 3 years+10.00%
3 months-11.77% 5 years+8.15%
1 year-8.70% Since inception+10.07%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+8.15%+11.70%
Expense ratio0.40%1.19%
Risk 5 year sharpe ratio0.780.74
Net assets$10.9B$2.6B
Average market cap$49.9B$79.8B
Average P/E23.323.4
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. stock91.57%
International stock4.32%
Cash4.11%
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 Apple4.27%
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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