Despite a subadvisor shakeup in December 2022, Vanguard Mid Cap Growth still has long-term merit.
Vanguard Mid Cap Growth Inv VMGRX
- NAV / 1-Day Return 23.94 / +0.88 %
- Total Assets 3.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.370%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 0.35%
- Turnover 87%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0
Morningstar’s Analysis VMGRX
Will VMGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Veeva Systems Inc Class A | 2.50 | 73.8 Mil | Healthcare |
Mktliq 12/31/2049 | 2.42 | 71.6 Mil | Cash and Equivalents |
Builders FirstSource Inc | 2.41 | 71.1 Mil | Industrials |
Gartner Inc | 2.40 | 70.9 Mil | Technology |
BWX Technologies Inc | 2.39 | 70.7 Mil | Industrials |
MSCI Inc | 2.34 | 69.1 Mil | Financial Services |
Ross Stores Inc | 2.30 | 68.1 Mil | Consumer Cyclical |
Inspire Medical Systems Inc | 2.26 | 66.8 Mil | Healthcare |
CDW Corp | 2.18 | 64.5 Mil | Technology |
HubSpot Inc | 2.09 | 61.8 Mil | Technology |