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

39.91
Net Asset Value
-0.15%
1 Day
+9.28%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.43%
Expense Ratio
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+5.43% 3 years+12.97%
3 months+1.91% 5 years+15.88%
1 year+25.51% Since inception+10.49%
Data through --

Peer Comparisonvs. Large growth

 VWUSXCategory
Performance 5-yr return+15.88%+13.81%
Expense ratio0.43%1.10%
Risk 5 year sharpe ratio1.321.16
Net assets$9.2B$3.5B
Average market cap$77.6B$149.9B
Average P/E32.626.0
Portfolio turnover27%27%

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Fund Management and Purchase Info

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

Holdings

U.S. stock91.33%
Cash4.56%
International stock3.19%
Fixed income0.93%
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
MSFT Microsoft5.92%
MA MasterCard3.98%
PYPL PayPal Holdings Inc3.44%
AMZN Amazon3.39%
GOOG Google3.32%
V Visa3.21%
FB Facebook2.23%
GOOGL Google2.06%
ICE Intercontinental Exchange Inc2.00%
EBAY eBay1.94%