Vanguard Mid Cap Growth
(MUTF:VMGRX) Watch this mutual fundFind more results for
VMGRX
Performance
Trailing returns
| 1 day |
| -1.83% | |||
| 1 week |
| -0.55% | |||
| 4 week |
| -3.60% | |||
| 3 month | +8.31% |
| |||
| YTD | +30.24% |
| |||
| 1 year | +47.90% |
| |||
| 3 years* |
| -3.52% | |||
| 5 years* | +3.78% |
| |||
| *annualized | |||||
| Best 3 month return | +67.45% | |
| Worst 3 month return | -33.35% |
Morningstar statistics
Morningstar category: Mid-Cap Growth
| Return | Risk | Rating | |
| 3 years | Average | Below Average |
 
|
| 5 years | Above Average | Below Average |
|
| 10 years | Above Average | Above Average |
|
| Overall | Above Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 1.23B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.61% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 5.25% | |
| Stocks | 94.56% | |
| Bonds | 0.19% | |
| Other | 0.00% |
Purchase information
| Initial | $10,000 | |
| Additional | $100 | |
| IRA Initial | $3,000 |
14.38
-0.09 (-0.62%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of assets primarily in common stocks of medium-size companies. In selecting investments, each advisor invests in those medium-size companies that it believes have the best prospects for future growth. The fund uses multiple investment advisors.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
David Ricci (Started: Jun 8, 2006)
Edward Antoian (Started: Apr 18, 2006)
John Heffern (Started: Feb 27, 2009)
Robert Lanphier IV (Started: Jun 8, 2006)
David Ricci (Started: Jun 8, 2006)
Edward Antoian (Started: Apr 18, 2006)
John Heffern (Started: Feb 27, 2009)
Robert Lanphier IV (Started: Jun 8, 2006)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 8.14 | 0.66 | 3.74 | 7.67 | |
| Beta* | 0.87 | 0.87 | 1.07 | 1.18 | |
| Mean annual return | 1.55 | -0.12 | 0.44 | 0.63 | |
| R-squared* | 87.50 | 96.48 | 86.55 | 48.73 | |
| Standard deviation | 21.93 | 21.38 | 18.34 | 27.25 | |
| Sharpe ratio | 0.84 | -0.18 | 0.12 | 0.17 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| CMT Market Liquidity Rate | 4.69% | |
| Silicon Laboratories, Inc. (SLAB) | 2.27% | |
| WMS Industries, Inc. (WMS) | 2.25% | |
| Affiliated Managers Group, Inc. (AMG) | 2.23% | |
| DeVry, Inc. (DV) | 2.10% | |
| Cognizant Technology Solutions Corporation A (CTSH) | 1.83% | |
| Broadcom Corporation (BRCM) | 1.74% | |
| Activision Blizzard, Inc. (ATVI) | 1.73% | |
| Roper Industries, Inc. (ROP) | 1.69% | |
| Chipotle Mexican Grill, Inc. (CMG.B) | 1.65% |