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Morningstar

Vanguard Mega Cap Growth Index Instl VMGAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 648.08  /  +1.21 %
  • Total Assets 19.6 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.44%
  • Turnover 7%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:22 PM GMT+0

Morningstar’s Analysis VMGAX

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

  • People Pillar

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

A potent large-growth index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mega Cap Growth index effectively represents the contours of the large-cap growth market, but that means it holds a highly concentrated portfolio. Its low cost helps remedy that shortcoming and makes it a compelling option.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VMGAX

More VMGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.45 2.8 Bil
Technology

Apple Inc

13.16 2.6 Bil
Technology

NVIDIA Corp

12.10 2.4 Bil
Technology

Amazon.com Inc

7.62 1.5 Bil
Consumer Cyclical

Meta Platforms Inc Class A

4.56 891.6 Mil
Communication Services

Eli Lilly and Co

3.40 665.6 Mil
Healthcare

Alphabet Inc Class A

3.06 598.1 Mil
Communication Services

Alphabet Inc Class C

2.52 493.4 Mil
Communication Services

Tesla Inc

2.36 461.2 Mil
Consumer Cyclical

Visa Inc Class A

2.11 412.0 Mil
Financial Services