Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

25.33
Net Asset Value
+0.20%
1 Day
-1.09%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.39%
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-3.61% 3 years+12.44%
3 months-1.52% 5 years+18.68%
1 year+24.12% Since inception+10.28%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+18.68%+20.22%
Expense ratio0.39%1.24%
Risk 5 year sharpe ratio1.281.26
Net assets$10.7B$2.5B
Average market cap$37.8B$67.2B
Average P/E23.324.1
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames Stetler / 10 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00

Holdings

U.S. stock92.31%
International stock6.02%
Cash1.59%
Fixed income0.08%
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
GOOGL Google, Inc. Class A3.10%
AAPL Apple Inc2.99%
MSFT Microsoft Corporation2.18%
GILD Gilead Sciences Inc1.41%
ORCL Oracle Corporation1.40%
BIIB Biogen Idec Inc1.40%
CELG Celgene Corporation1.33%
FB Facebook Inc Class A1.32%
MA MasterCard Incorporated Class A1.28%
AMZN Amazon.com Inc1.27%

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