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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

30.52
Net Asset Value
+0.46%
1 Day
+25.24%
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+2.62% 3 years+14.64%
3 months+5.17% 5 years+15.90%
1 year+26.75% Since inception+10.40%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+15.90%+13.70%
Expense ratio0.38%1.12%
Risk 5 year sharpe ratio1.341.22
Net assets$13.0B$3.3B
Average market cap$68.5B$118.6B
Average P/E25.426.8
Portfolio turnover51%51%

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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. stock91.35%
International stock6.08%
Cash2.45%
Fixed income0.12%
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 Apple5.46%
GOOG Google3.67%
MSFT Microsoft3.58%
FB Facebook3.19%
AMZN Amazon2.52%
V Visa1.81%
BABA Alibaba Group Holding Ltd1.56%
PCLN Priceline1.36%
CELG Celgene1.34%
ORCL Oracle1.31%