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

32.70
Net Asset Value
+0.25%
1 Day
+13.98%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.45%
Expense Ratio
Above Average
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.

Performance

1 month+6.34% 3 years+24.98%
3 months+5.18% 5 years+15.43%
1 year+18.23% Since inception+10.35%
Data through --

Peer Comparisonvs. Large growth

 VWUSXCategory
Performance 5-yr return+15.43%+14.60%
Expense ratio0.45%1.24%
Risk 5 year sharpe ratio1.061.06
Net assets$5.9B$2.6B
Average market cap$46.4B$69.6B
Average P/E25.923.6
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJeffrey Van Harte / 4 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock92.26%
International stock4.75%
Cash2.27%
Fixed income0.72%
Other0.00%
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
AAPL Apple Inc3.46%
MA MasterCard Inc Class A3.16%
MSFT Microsoft Corp2.99%
CELG Celgene Corp2.82%
GOOG Google Inc2.59%
PCLN Priceline Group Inc2.46%
V Visa Inc Class A2.32%
AGN Allergan Inc2.06%
GOOGL Google Inc Class A1.99%
GILD Gilead Sciences Inc1.91%

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