Mutual Fund Insights: Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

In-depth Analysis of Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

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See Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) performance details as of January 31, 2010

  

Last Trade: $85.72 on 3/19/2010, Change: -0.50 (-0.58%)

Experiment our closing price forecasting tool for Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) (alpha release)

  

Fund Manager - Michael Perre

Fund Manager Tenure: 2.3 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

Michael Perre, Principal of Vanguard. He has been with Vanguard since 1990; has managed investment portfolios since 1999; and has co-managed the Fund since 2009. Education: B.A., Saint Joseph?s University; M.B.A., Villanova University.  Get more insights on Michael Perre

  

 What we like about Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

Data for Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) as of January 31, 2010

• Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) ratio of up-years vs down years is greater than 2
• Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) has an annual stock turnover rate of 31.00% vs Large Growth average of 109.93%. It is good that Vanguard Mega Cap 300 Gr Index Instl management does not trade extensively for its return.
• Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) has a lower management fee than its Large Growth average: 0.11% vs 1.33%
• Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

Data for Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) as of January 31, 2010

• Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) management has been with Vanguard Mega Cap 300 Gr Index Instl Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
• Vanguard Mega Cap 300 Gr Index Instl Fund is a focused fund with 31.16% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) has a less-than-ideal short-term performance (1-year return 35.23% vs 35.76% Large Growth category average)
• Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) is less safe compared to its Large Growth peers

See Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) performance details as of January 31, 2010

  

  

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Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) Net Asset

Track net asset change of Vanguard Mega Cap 300 Gr Index Instl fund (VMGAX)

Date	Net Asset
01/2010	$66.74M
11/2009	$68.04M
10/2009	$64.08M

More historic net asset information on Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

  

Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) Portfolio Allocation

Track portfolio allocation change of Vanguard Mega Cap 300 Gr Index Instl fund (VMGAX)

Date	Cash	Stock	Bond	Other
09/2009	0%	100%	0%	0%
06/2009	0%	100%	0%	0%
03/2009	0%	100%	0%	0%

Click here to see more historic asset allocation information on Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

  

Most Recent Top 10 Holdings in Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

Discover what Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX) manager is buying

30-Sep-09 Microsoft Corporation [4.93%] Apple Inc. [3.93%] INTL BUSINESS MACH [3.76%] Cisco Systems, Inc. [3.23%] Google Inc. [2.84%] WAL MART STORES [2.74%] HEWLETT PACKARD CO [2.68%] PROCTER GAMBLE CO [2.61%] PHILIP MORRIS INTL [2.27%] PEPSICO INC [2.17%]

30-Jun-09 Microsoft Corporation [5.1%] INTL BUSINESS MACH [3.76%] Apple Inc. [3.4%] WAL MART STORES [3.06%] Cisco Systems, Inc. [2.92%] Google Inc. [2.72%] PROCTER GAMBLE CO [2.61%] HEWLETT PACKARD CO [2.49%] PHILIP MORRIS INTL [2.34%] Oracle Corporation [2.32%]

31-Mar-09 Microsoft Corporation [4.37%] INTERNATIONAL BUSINESS MACHINES [3.87%] Wal-Mart Stores, Inc. [3.65%] Cisco Systems, Inc. [2.92%] Apple Inc. [2.78%] Procter & Gamble Co. [2.68%] Google Inc. [2.48%] PepsiCo Inc. [2.38%] Hewlett-Packard Co [2.33%] Oracle Corporation [2.21%]

Click here for Stock Holding Change Map in Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

  

Related books and products to Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

  

Latest News on Vanguard Mega Cap 300 Gr Index Instl (VMGAX)

See what is happening with Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

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Books and Resources

 

 

See more information on Vanguard Mega Cap 300 Gr Index Instl Fund (VMGAX)

• Vanguard Mega Cap 300 Gr Index Instl Fund Insights
• Vanguard Mega Cap 300 Gr Index Instl Fund Performance Data
• Vanguard Mega Cap 300 Gr Index Instl Fund News
• Vanguard Mega Cap 300 Gr Index Instl Fund Score Explaination
• Vanguard Mega Cap 300 Gr Index Instl Fund Manager Information
• Historic Vanguard Mega Cap 300 Gr Index Instl Fund Asset Allocation Report
• Historic Vanguard Mega Cap 300 Gr Index Instl Fund Top 10 Holding Tracking
• Historic Vanguard Mega Cap 300 Gr Index Instl Fund Asset Under Management Tracking