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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

31.50
Net Asset Value
-0.19%
1 Day
+29.26%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.38%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. 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+1.97% 3 years+12.93%
3 months+6.41% 5 years+16.39%
1 year+27.80% Since inception+10.48%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+16.39%+13.70%
Expense ratio0.38%1.12%
Risk 5 year sharpe ratio1.491.35
Net assets$13.7B$3.5B
Average market cap$67.1B$123.0B
Average P/E26.427.6
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 13 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock90.23%
International stock5.78%
Cash3.97%
Fixed income0.02%
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 Apple5.32%
MSFT Microsoft3.68%
GOOG Google3.58%
FB Facebook3.43%
V Visa1.97%
AMZN Amazon1.82%
CELG Celgene1.73%
BABA Alibaba Group Holding Ltd1.50%
BMY Bristol-Myers Squibb1.41%
PCLN Priceline1.35%