Vanguard Morgan Growth
(MUTF:VMRGX) Watch this mutual fundFind more results for
VMRGX
Performance
Trailing returns
| 1 day |
| -1.46% | |||
| 1 week | +0.47% |
| |||
| 4 week |
| -0.40% | |||
| 3 month | +10.81% |
| |||
| YTD | +31.50% |
| |||
| 1 year | +46.40% |
| |||
| 3 years* |
| -4.73% | |||
| 5 years* | +1.75% |
| |||
| *annualized | |||||
| Best 3 month return | +25.88% | |
| Worst 3 month return | -35.35% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Average | Average |
 
|
| 5 years | Average | Average |
|
| 10 years | Average | Average |
|
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 7.32B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.46% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 3.65% | |
| Stocks | 96.14% | |
| Bonds | 0.07% | |
| Other | 0.13% |
Purchase information
| Initial | $3,000 | |
| Additional | $100 | |
| IRA Initial | $3,000 | |
| AIP Initial | $3,000 | |
| AIP Additional | $50 |
14.77
-0.09 (-0.61%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks long-term growth of capital.
The fund invests mainly in the stocks of mid- and large-capitalization U.S. companies whose revenues and/or earnings are expected to grow faster than those of the average company in the market. It uses multiple investment advisors.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Kathleen A. McCarragher (Started: Jan 8, 2007)
Paul E. Marrkand (Started: Dec 30, 2005)
Stephen M. Knightly (Started: Nov 25, 2008)
Ford Draper Jr. (Started: Nov 25, 2008)
James Stetler (Started: Dec 31, 2003)
Kathleen A. McCarragher (Started: Jan 8, 2007)
Paul E. Marrkand (Started: Dec 30, 2005)
Stephen M. Knightly (Started: Nov 25, 2008)
Ford Draper Jr. (Started: Nov 25, 2008)
James Stetler (Started: Dec 31, 2003)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 5.96 | -1.42 | 1.18 | 1.28 | |
| Beta* | 0.84 | 0.96 | 1.01 | 1.08 | |
| Mean annual return | 1.34 | -0.31 | 0.23 | 0.12 | |
| R-squared* | 93.33 | 98.78 | 90.88 | 88.46 | |
| Standard deviation | 20.56 | 20.31 | 16.94 | 18.54 | |
| Sharpe ratio | 0.77 | -0.30 | -0.01 | -0.08 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Cisco Systems, Inc. (CSCO) | 3.24% | |
| Microsoft Corporation (MSFT) | 3.07% | |
| CMT Market Liquidity Rate | 2.65% | |
| Apple, Inc. (AAPL) | 2.58% | |
| International Business Machines Corp (IBM) | 2.38% | |
| Oracle Corporation (ORCL) | 2.18% | |
| Google, Inc. (GOOG) | 1.99% | |
| Qualcomm, Inc. (QCOM) | 1.89% | |
| NetApp, Inc. (NTAP) | 1.53% | |
| Intel Corporation (INTC) | 1.39% |