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Morningstar

Vanguard US Growth Investor VWUSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 43.16  /  1.65 %
  • Total Assets 30.3 Bil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.330%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.37%
  • Turnover 23%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:18 PM GMT+00:00

Morningstar’s Analysis VWUSX

Will VWUSX 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 VWUSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VWUSX 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 VWUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Poor recent performance, but strong managers remain.

Analyst

Summary

| by Anthony Thorn

Despite a dreadful recent stretch of performance, Vanguard U.S. Growth’s four experienced and talented subadvisors are still a draw, earning a Morningstar Analyst Rating of Silver or Bronze depending upon share class fees.

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