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

31.93
Net Asset Value
+0.03%
1 Day
+6.75%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.44%
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-0.22% 3 years+20.24%
3 months+2.11% 5 years+19.32%
1 year+13.08% Since inception+10.41%
Data through --

Peer Comparisonvs. Large growth

 VWUSXCategory
Performance 5-yr return+19.32%+13.86%
Expense ratio0.44%1.21%
Risk 5 year sharpe ratio1.221.14
Net assets$6.5B$2.8B
Average market cap$48.0B$77.8B
Average P/E27.121.8
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. stock88.01%
International stock7.62%
Cash3.10%
Fixed income1.27%
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 Apple4.08%
MA MasterCard3.28%
CELG Celgene2.59%
V Visa2.35%
GOOG Google2.24%
AGN Allergan2.15%
QCOM Qualcomm2.04%
EBAY eBay1.83%
PCLN Priceline1.81%
HD Home Depot1.73%

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