Vanguard Mid-Cap Growth Fund Investor Shares

 (MUTF:VMGRX)   Watch this mutual fund  

Performance

Trailing returns

1 day
   
-0.73%  
1 week
   
-1.36%  
4 week   +0.23%
   
3 month   +6.61%
   
YTD
   
-3.07%  
1 year
   
-8.89%  
3 years*   +9.29%
   
5 years*   +8.43%
   
*annualized
Best 3 month return+25.08%  
Worst 3 month return-33.35%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Average Average
5 years Above Average Average
10 years Above Average Below Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.20B 
Front load-  
Deferred load-  
Expense ratio0.43%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash4.15%  
Stocks95.85%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$1  
21.76-0.16(-0.73%)
Apr 28, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its assets in common stocks of mid-size companies. In selecting investments, each advisor invests in those mid-size companies that the adviser believes have the best prospects for future growth. The fund uses multiple investment advisors.
Fund filings (PDF) »
Asset managers:
David Ricci (Started: Jun 8, 2006)
John Heffern (Started: Feb 27, 2009)
Robert Lanphier, IV (Started: Jun 8, 2006)
Advisor Companies:
Chartwell Investment Partners, LLC
William Blair Investment Management, LLC
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.72 -2.64 -2.78 0.24
Beta* 1.00 1.04 1.08 1.05
Mean annual return -0.67 0.81 0.82 0.71
R-squared* 86.45 80.30 85.49 86.70
Standard deviation 15.74 13.17 14.24 17.20
Sharpe ratio -0.52 0.73 0.69 0.43
* Against standard index

Top 10 holdings

Security Net Assets  
Intercontinental Exchange Inc (ICE) 3.46%  
Brunswick Corp (BC) 3.10%  
Old Dominion Freight Lines (ODFL) 2.95%  
Hilton Worldwide Holdings Inc (HLT) 1.99%  
Norwegian Cruise Line Holdings Ltd (NCLH) 1.96%  
Vantiv Inc (VNTV) 1.90%  
SEI Investments Co (SEIC) 1.88%  
ManpowerGroup (MAN) 1.85%  
Dollar General Corp (DG) 1.72%  
Popular Inc (BPOP) 1.70%