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

31.54
Net Asset Value
-0.32%
1 Day
+5.45%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.44%
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+5.77% 3 years+18.50%
3 months+4.60% 5 years+16.88%
1 year+14.70% Since inception+10.32%
Data through --

Peer Comparisonvs. Large growth

 VWUSXCategory
Performance 5-yr return+16.88%+14.09%
Expense ratio0.44%1.22%
Risk 5 year sharpe ratio1.081.03
Net assets$6.0B$2.7B
Average market cap$48.3B$70.2B
Average P/E26.320.9
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$3,000.00

Holdings

U.S. stock89.88%
International stock4.89%
Cash3.91%
Fixed income1.31%
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 Apple3.79%
MA MasterCard3.43%
MSFT Microsoft2.68%
CELG Celgene2.61%
V Visa2.53%
PCLN Priceline2.35%
AGN Allergan2.18%
GOOG Google2.04%
WBA Walgreen1.82%
QCOM Qualcomm1.81%

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