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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

27.63
Net Asset Value
-0.18%
1 Day
+9.04%
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+3.05% 3 years+19.55%
3 months+4.61% 5 years+16.93%
1 year+17.93% Since inception+10.35%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+16.93%+16.96%
Expense ratio0.40%1.20%
Risk 5 year sharpe ratio1.241.23
Net assets$11.6B$2.7B
Average market cap$44.4B$76.4B
Average P/E24.221.4
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 11 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00

Holdings

U.S. stock92.38%
International stock5.74%
Cash1.76%
Fixed income0.11%
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 Apple5.79%
FB Facebook1.77%
ORCL Oracle1.72%
GOOG Google1.66%
GILD Gilead Sciences1.65%
AMZN Amazon1.53%
MSFT Microsoft1.48%
BIIB Biogen1.36%
HD Home Depot1.33%
COST Costco1.22%