Vanguard Morgan Growth Inv
(VMRGX)
+0.24
+1.04%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 22.99 |
| Category | Large Growth |
| Net Assets | 5.13 Bil |
| Yield | 0.93% |
| Morningstar Risk | Average |
| Morningstar Return | Above Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund invests mainly in the stocks of mid- and large-capitalization U.S. companies whose revenues and/or earnings are expected to grow faster than those of the average company in the market. It uses multiple investment advisors. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 36.10% | 18.70% | -2.56% | 15.09% | 16.73% |
| Value ($) | 13,610.00 | 16,155.07 | 15,741.50 | 18,116.89 | 21,147.85 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Vanguard |
| Fund Manager | James Stetler |
| Tenure (Years) | 9 |
| Fund Status | Open |
| Minimum Initial Purchase | 3,000.00 |
| Minimum IRA Investment | 3,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.40% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 8.70% |
| 3 Months | 9.99% |
| 1 Year | 25.31% |
| 3 Years* | 14.88% |
| 5 Years* | 4.58% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| VMRGX | Large Growth | |
|---|---|---|
| 5-Yr Return | 4.58% | 4.47% |
| Sharpe Ratio | 0.70 | 0.70 |
| Net Assets | 5.13 Bil | 602.08 Mil |
| Avg Market Cap | 33.10 Bil | 38.17 Bil |
| Avg P/E | 19.50 | 17.12 |
| Portfolio Turnover | 49 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.95% |
| Cash | 1.97% |
| Fixed Income | 0.00% |
| Other | 0.08% |
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 2.79% |
| Google, Inc. Class A | 2.51% |
| Cisco Systems Inc | 2.35% |
| International Business Machines Corp | 1.66% |
| Microsoft Corporation | 1.53% |
| Amgen Inc | 1.32% |
| Amazon.com Inc | 1.30% |
| Oracle Corporation | 1.29% |
| Gilead Sciences Inc | 1.26% |
| Wal-Mart Stores Inc | 1.24% |
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