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Vanguard Morningstar Mega Cap Growth Index Fund Institutional Shares VMGAX

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  • NAV / 1-Day Return $915.49  /  −2.11 %
  • Fund Size $35.1B
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.33%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis VMGAX

Will VMGAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VMGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VMGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A potent large-growth index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mega Cap Growth index effectively represents the contours of the large-cap growth market, while its low price tag helps remedy the shortcomings of its relatively concentrated portfolio.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VMGAX

More VMGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.30 5B
Technology

Apple Inc

13.01 4B
Technology

Microsoft Corp

9.97 3B
Technology

Alphabet Inc Class A

5.49 2B
Communication Services

Amazon.com Inc

4.75 2B
Consumer Cyclical

Alphabet Inc Class C

4.32 1B
Communication Services

Broadcom Inc

4.09 1B
Technology

Meta Platforms Inc Class A

4.05 1B
Communication Services

Tesla Inc

3.35 1B
Consumer Cyclical

Eli Lilly and Co

3.20 1B
Healthcare

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