Vanguard Mid-Cap Growth’s relatively new subadvisor continues to drive an Above Average People rating and Average Process rating.
Vanguard Mid-Cap Growth Fund Investor Shares VMGRX
- NAV / 1-Day Return $24.62 / +1.23 %
- Fund Size $2.7B
- Adjusted Expense Ratio 0.330%
- Net Expense Ratio 0.320%
- Fee Level: Distribution Low
- Share Class Type No Load
- Morningstar Category Mid-Cap Growth
- Equity Style Box (Funds) Mid Growth
- Minimum Initial Investment $3,000
- Investment Status Open
- TTM Yield 0.20%
- Turnover Ratio 128%
Morningstar’s Analysis VMGRX
Will VMGRX outperform in the 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 34.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Varonis Systems Inc | 4.18 | 124M | Technology |
Semtech Corp | 3.76 | 111M | Technology |
MKS Inc | 3.69 | 109M | Technology |
Live Nation Entertainment Inc | 3.44 | 102M | Communication Services |
Aixtron SE | 3.34 | 99M | Technology |
Spotify Technology SA | 3.28 | 97M | Communication Services |
Affirm Holdings Inc Ordinary Shares - Class A | 3.22 | 95M | Financial Services |
Cloudflare Inc | 3.20 | 94M | Technology |
FormFactor Inc | 3.18 | 94M | Technology |
Bloom Energy Corp Class A | 3.13 | 92M | Industrials |