Morningstar

Vanguard Mid Cap Growth Inv VMGRX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 26.69  /  +1.25 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • 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 0.34%
  • Turnover 87%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis VMGRX

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

  • People Pillar

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

Compelling.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Vanguard Mid Cap Growth retains long-term merit despite a relatively recent subadvisor shakeup.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings VMGRX

More VMGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
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