Skip to Content

Vanguard Mid Cap Growth Inv VMGRX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 20.76  /  0.14 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • 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 0.22%
  • Turnover 71%

Morningstar’s Analysis VMGRX

Will VMGRX outperform in future?

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

Vanguard Mid-Cap Growth Drops RS Investments as a Subadvisor; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

On Dec. 19, 2022, Vanguard removed RS Investments as a subadvisor from Vanguard Mid-Cap Growth. RS had been the longest-tenured subadvisor here--since December 2016--but its investment team has had consistent performance struggles. In October 2021, Vanguard slashed RS' share of fund assets from 45% to 20%, where it had been since.

Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VMGRX

  • Current Portfolio Date
  • Equity Holdings 109
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mktliq 12/31/2049

3.32
102,662,227
Cash and Equivalents
2.53
78,337,660
Healthcare
2.18
67,322,285
Industrials
2.16
66,657,364
Industrials
2.07
64,027,931
Healthcare
2.04
63,128,664
Technology
2.03
62,622,016
Industrials
2.00
61,856,050
Technology
1.90
58,867,975
Healthcare
1.88
58,066,539
Healthcare