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
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.


1 month+1.29% 3 years+19.45%
3 months+6.57% 5 years+15.13%
1 year+21.03% Since inception+10.40%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.13%+13.86%
Expense ratio0.44%1.22%
Risk 5 year sharpe ratio1.030.97
Net assets$6.4B$2.8B
Average market cap$48.3B$73.6B
Average P/E26.321.3
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


U.S. stock89.88%
International stock4.89%
Fixed income1.31%
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%
-- 2.18%
GOOG Google2.04%
WBA Walgreen1.82%
QCOM Qualcomm1.81%

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