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-6.33% 3 years+16.44%
3 months-2.83% 5 years+13.44%
1 year+8.64% Since inception+10.27%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.44%+14.60%
Expense ratio0.39%1.24%
Risk 5 year sharpe ratio1.010.99
Net assets$10.8B$2.7B
Average market cap$37.2B$68.9B
Average P/E22.223.3
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


U.S. stock91.00%
International stock5.86%
Fixed income0.00%
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 Apple Inc3.17%
MSFT Microsoft Corp2.03%
ORCL Oracle Corporation1.70%
GOOG Google Inc Class C1.66%
GILD Gilead Sciences Inc1.43%
VZ Verizon Communications Inc1.29%
QCOM Qualcomm Inc1.19%
GOOGL Google Inc Class A1.13%
FB Facebook Inc Class A1.13%
MA MasterCard Inc Class A1.07%

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