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Vanguard Morgan™ Growth Fund Investor Shares (VMRGX)

28.31
Net Asset Value
+0.14%
1 Day
+16.17%
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+2.05% 3 years+10.91%
3 months+7.28% 5 years+15.17%
1 year+22.44% Since inception+10.33%
Data through --

Peer Comparisonvs. Large growth

 VMRGXCategory
Performance 5-yr return+15.17%+11.55%
Expense ratio0.38%1.14%
Risk 5 year sharpe ratio1.371.28
Net assets$12.2B$3.1B
Average market cap$64.5B$108.1B
Average P/E24.825.9
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. stock92.69%
International stock5.58%
Cash1.67%
Fixed income0.06%
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 Apple5.72%
GOOG Google3.56%
MSFT Microsoft3.35%
AMZN Amazon3.12%
FB Facebook2.99%
V Visa1.81%
PCLN Priceline1.29%
BABA Alibaba Group Holding Ltd1.27%
HD Home Depot1.26%
ORCL Oracle1.25%