Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+0.96% 3 years+19.52%
3 months+2.40% 5 years+17.04%
1 year+19.24% Since inception+10.35%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+17.04%+13.86%
Expense ratio0.40%1.21%
Risk 5 year sharpe ratio0.970.96
Net assets$11.5B$2.7B
Average market cap$44.4B$76.2B
Average P/E24.222.0
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


U.S. stock92.38%
International stock5.74%
Fixed income0.11%
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%

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