25.33 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 25.33
Category Large Growth
Net Assets 4.92 Bil
Yield 0.64%
Morningstar Risk Average
Morningstar Return Average
  • Last NAV update 4/17/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 18.70% -2.56% 15.09% 34.77% -1.09%
Value ($) 11,870.33 11,566.92 13,312.52 17,940.62 17,744.47
  • Year to date performance as of 4/17/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Vanguard
Fund Manager James Stetler
Tenure (Years) 10
Fund Status Open
Minimum Initial Purchase 3,000.00
Minimum IRA Investment 3,000.00
Front Load 0.00
Expense Ratio 0.39%
PERFORMANCE
Symbol Value ($)
1 Month -3.61%
3 Months -1.52%
1 Year 24.12%
3 Years* 12.44%
5 Years* 18.68%
  • * Annualized returns
  • Performance as of 4/17/2014 12:00 AM ET
PEER COMPARISON
  VMRGX Large Growth
5-Yr Return 18.68% 17.93%
Sharpe Ratio 0.90 1.94
Net Assets 4.92 Bil 743.58 Mil
Avg Market Cap 37.79 Bil 67.20 Bil
Avg P/E 19.89 24.06
Portfolio Turnover 53 73
HOLDINGS
Symbol Value ($)
Stocks 98.33%
Cash 1.59%
Fixed Income 0.00%
Other 0.08%
DATA PROVIDERS

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Financial data in US dollars | Page generated 7:17 PM ET
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