Vanguard US Growth Inv
(MUTF:VWUSX) Watch this mutual fundFind more results for
VWUSX
Performance
Trailing returns
| 1 day |
| -1.58% | |||
| 1 week | +0.37% |
| |||
| 4 week |
| -0.67% | |||
| 3 month | +11.65% |
| |||
| YTD | +32.14% |
| |||
| 1 year | +43.12% |
| |||
| 3 years* |
| -3.26% | |||
| 5 years* | +1.34% |
| |||
| *annualized | |||||
| Best 3 month return | +24.73% | |
| Worst 3 month return | -31.19% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Average | Below Average |
 
|
| 5 years | Average | Below Average |
|
| 10 years | Low | Above Average |
|
| Overall | Below Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 3.84B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.50% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 3.57% | |
| Stocks | 96.43% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $3,000 | |
| Additional | $100 | |
| IRA Initial | $3,000 | |
| AIP Initial | $3,000 | |
| AIP Additional | $50 |
16.12
-0.08 (-0.49%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks 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.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
James G. Reilly (Started: Jul 25, 2008)
John Jostrand (Started: Apr 19, 2004)
Scott Wallace (Started: Jul 25, 2008)
James G. Reilly (Started: Jul 25, 2008)
John Jostrand (Started: Apr 19, 2004)
Scott Wallace (Started: Jul 25, 2008)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 6.70 | -0.59 | 0.68 | -4.39 | |
| Beta* | 0.84 | 0.96 | 0.96 | 1.18 | |
| Mean annual return | 1.40 | -0.22 | 0.20 | -0.37 | |
| R-squared* | 95.06 | 97.56 | 88.73 | 82.00 | |
| Standard deviation | 20.33 | 19.03 | 16.29 | 21.05 | |
| Sharpe ratio | 0.82 | -0.26 | -0.04 | -0.35 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Apple, Inc. (AAPL) | 6.00% | |
| Google, Inc. (GOOG) | 5.20% | |
| Hewlett-Packard Company (HPQ) | 4.25% | |
| Goldman Sachs Group, Inc. (GS) | 4.17% | |
| Qualcomm, Inc. (QCOM) | 4.10% | |
| Gilead Sciences, Inc. (GILD) | 3.88% | |
| J.P. Morgan Chase & Co. (JPM) | 3.50% | |
| Schlumberger, Ltd. (SLB) | 3.26% | |
| CMT Market Liquidity Rate | 3.10% | |
| Kohl's Corporation (KSS) | 2.61% |