A trio of subadvisors splits duties here but the combination has only been in place since December 2018. Vanguard Mid Cap Growth is backed by a strong steward, though, and boasts the lowest price tag among actively managed funds in the mid-cap growth Morningstar Category. Its lone share class retains a Morningstar Analyst Rating of Bronze.
Vanguard Mid Cap Growth Inv VMGRX
NAV / 1-Day Return
33.14
/
1.28
%
Total Assets
5.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.340%
Expense Ratio
0.340%
Fee Level
Low
Longest Manager Tenure
4.25
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
3,000
Status
Open
TTM Yield
0.14%
Turnover
74%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VMGRX outperform in 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 VMGRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VMGRX 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 VMGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This fund's cheap price tag is its biggest attraction.
