Vanguard Growth Equity
(MUTF:VGEQX) Watch this mutual fundFind more results for
VGEQX
Performance
Trailing returns
| 1 day |
| -1.20% | |||
| 1 week | +0.67% |
| |||
| 4 week | +0.89% |
| |||
| 3 month | +11.32% |
| |||
| YTD | +29.47% |
| |||
| 1 year | +41.82% |
| |||
| 3 years* |
| -6.29% | |||
| 5 years* |
| -0.10% | |||
| *annualized | |||||
| Best 3 month return | +39.67% | |
| Worst 3 month return | -35.52% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Below Average | Average |
 
|
| 5 years | Below Average | Average |
|
| 10 years | Below Average | Above Average |
|
| Overall | Below Average | Above Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 584.73M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.60% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 5.95% | |
| Stocks | 94.05% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $10,000 | |
| Additional | $100 | |
| IRA Initial | $3,000 |
9.03
-0.02 (-0.22%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks to provide long-term capital appreciation.
The fund normally invests at least 65% of assets in mid- and large-capitalization stocks of U.S. companies that are reasonably valued and have strong earnings potential. The advisor seeks to maintain sector concentrations that approximate those of the Russell 1000 Growth index; it also seeks to diversify the fund by spreading investments over a broad range of industries. It may also invest up to 10% of assets in American depositary receipts.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Mick Brewis (Started: Apr 11, 2008)
Kathleen A. McCarragher (Started: Jan 16, 2009)
Mick Brewis (Started: Apr 11, 2008)
Kathleen A. McCarragher (Started: Jan 16, 2009)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 2.53 | -2.28 | -0.39 | -1.67 | |
| Beta* | 0.85 | 1.04 | 1.04 | 1.19 | |
| Mean annual return | 1.06 | -0.40 | 0.10 | -0.15 | |
| R-squared* | 94.36 | 96.52 | 85.03 | 71.82 | |
| Standard deviation | 20.67 | 21.45 | 18.05 | 22.71 | |
| Sharpe ratio | 0.61 | -0.34 | -0.10 | -0.21 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| CMT Market Liquidity Rate | 5.08% | |
| Baxter International Inc. (BAX) | 3.30% | |
| Cisco Systems, Inc. (CSCO) | 3.04% | |
| Wal-Mart Stores, Inc. (WMT) | 2.61% | |
| PepsiCo, Inc. (PEP) | 2.60% | |
| Oracle Corporation (ORCL) | 2.52% | |
| Berkshire Hathaway Inc. B (BRK.B) | 2.44% | |
| Johnson & Johnson (JNJ) | 2.39% | |
| Progressive Corporation (PGR) | 2.37% | |
| Google, Inc. (GOOG) | 2.32% |