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Vanguard Morgan Growth Fund: (MF: VMRGX)

(NASDAQ Mutual Funds) As of Oct 19, 2018 08:15 PM ET

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$31.88 USD

-0.67 (-2.06%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Sep 30, 2018

Total Return %* Percentile Rank Objective
YTD 17.39 15
3 months 8.08 19
6 months 13.86 16
1 Year 24.53 16
3 Year 18.96 12
5 Year 15.56 9
10 Year 13.14 13

* Annual for three years and beyond.

Zacks Premium Research for VMRGX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 35.35
% Yield 0.69
% SEC Yield
Net Assets (Mil $) 9/30/2018 4,537.09
%Turnover 9/30/2018 94.00

Risk

3 Year 5 Year 10 Year
Beta 1.05 1.03 1.03
Alpha 0.73 1.17 0.91
R Squared 0.85 0.85 0.92
Std. Dev. 10.53 10.64 15.45
Sharpe 1.76 1.46 1.00

Sector / Country Weightings

As of 9/30/2018 % of Portfolio
Technology 41.59
Finance 12.27
Industrial Cyclical 9.24
Other 8.16
Retail Trade 8.14
Non-Durable 5.97
Health 5.18
Services 5.07
Energy 2.25
Consumer Durables 2.10
Utilities 0.03

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2018)
% of Portfolio Value (Mil$)
MICROSOFT CORP 4.51 683.23
Amazon com 4.42 670.30
Apple Inc 3.65 552.94
ALPHABET INC 3.41 516.83
FACEBOOK INC 3.28 497.62
VISA INC 2.17 329.05
HOME DEPOT INC 2.06 312.14
MASTERCARD INC 1.89 286.64
ADOBE SYSTEMS INC 1.59 241.50

Stock Holding % of Net Assets

As Of 6/30/2018
Total Issues 279
Avg. P/E 31.15
Avg. P/Book 4.50
Avg. EPS Growth 12.69
Avg. Market Value (Mil $) 232,969

Allocation

% of Portfolio
Large Growth 80.20
Large Value 8.80
Small Growth 2.50
Small Value 0.00
Foreign Stock 6.21
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00