Vanguard U.S. Growth Portfolio Fund Investor Shares (VWUSX)

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 to provide long-term capital appreciation. The fund invests mainly in large-capitalization stocks of U.S. companies considered to have above-average earnings growth potential and reasonable stock prices in comparison with expected earnings. Under normal circumstances- at least 80% of its assets will be invested in securities issued by U.S. companies. The fund uses multiple investment advisors.


1 month-0.21% 3 years+11.79%
3 months+4.99% 5 years+16.02%
1 year+28.61% Since inception+10.55%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+16.02%+15.29%
Expense ratio0.43%1.11%
Risk 5 year sharpe ratio1.441.29
Net assets$9.2B$3.7B
Average market cap$68.6B$151.4B
Average P/E29.228.2
Portfolio turnover27%27%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJeffrey Van Harte / 7 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock91.20%
International stock3.36%
Fixed income1.17%
Top 5 Sectors
Portfolio weighting
Hardware 13.94%
Financial service 12.35%
Consumer service 10.88%
Telecommunication 10.39%
Industrial materials 10.20%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft4.93%
FB Facebook4.02%
GOOG Google3.65%
MA MasterCard3.56%
PYPL PayPal Holdings Inc3.31%
V Visa3.10%
AMZN Amazon2.74%
GOOGL Google2.21%
ICE Intercontinental Exchange Inc2.00%
EBAY eBay1.98%