Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VMGRX Insights | VMGRX Score | VMGRX Performance | VMGRX News | VMGRX Allocation | VMGRX Holdings Change

Vanguard Mid Cap Growth Inv (VMGRX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Mid Cap Growth Inv (VMGRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Vanguard Mid Cap Growth Inv Fund (VMGRX) ManagerFund Manager - David P. Ricci

Fund Manager Information

Fund Manager Tenure: 14.1 years
Fund Family: Vanguard
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of Vanguard Mid Cap Growth Inv Fund (VMGRX) ProfileVanguard Mid Cap Growth Inv Fund (VMGRX) Profile

Fund Profile and Description

Vanguard Mid Cap Growth Inv Fund seeks long-term capital appreciation. Vanguard Mid Cap Growth Inv Fund invests at least 80% of assets primarily in common stocks of medium-size companies. In selecting investments, each advisor invests in those medium-size companies that it believes have the best prospects for future growth. Vanguard Mid Cap Growth Inv Fund uses multiple investment advisors.

 

Vanguard Mid Cap Growth Inv (VMGRX) Fund Strength What we like about Vanguard Mid Cap Growth Inv (VMGRX) Fund

Data for Vanguard Mid Cap Growth Inv Fund (VMGRX) as of May 30, 2016

  • Vanguard Mid Cap Growth Inv Fund (VMGRX) management has been with Vanguard Mid Cap Growth Inv Fund for 14.1 years
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) has good mid-term performance (3-year return 8.54% vs 8.38% Mid-Cap Growth category median performance)
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) has good Long-term performance (5-year return 9.17% vs 7.70% Mid-Cap Growth category median performance)
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) ratio of up-years vs down years is greater than 2
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Mid Cap Growth Inv Fund (VMGRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.1, lower than category average of 13.49
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) has a lower expense ratio than its Mid-Cap Growth average: 0.43% vs 1.28%
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Mid Cap Growth Inv Fund (VMGRX) Weakness What we are cautious about Vanguard Mid Cap Growth Inv (VMGRX) Fund

Data for Vanguard Mid Cap Growth Inv Fund (VMGRX) as of May 30, 2016

  • Vanguard Mid Cap Growth Inv Fund (VMGRX) has a less-than-ideal short-term performance (1-year return -7.77% vs -5.73% Mid-Cap Growth category median performance)
  • Vanguard Mid Cap Growth Inv Fund (VMGRX) has an annual stock turnover rate of 93.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Vanguard Mid Cap Growth Inv is more nimble, but also signal potential high tax impact and high trading fees
See Vanguard Mid Cap Growth Inv Fund (VMGRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Mid Cap Growth Inv Fund (VMGRX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Mid Cap Growth Inv-0.94-7.778.549.17
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Vanguard Mid Cap Growth Inv Fund (VMGRX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Vanguard Mid Cap Growth Inv Fund (VMGRX) Net Asset TrackingVanguard Mid Cap Growth Inv (VMGRX) Fund Net Asset

Track net asset change of Vanguard Mid Cap Growth Inv fund (VMGRX)

DateNet Asset
05/2016$4.26B
03/2016$4.20B
02/2016$3.99B
More historic net asset information on Vanguard Mid Cap Growth Inv Fund (VMGRX)

  

Graph of Vanguard Mid Cap Growth Inv Fund (VMGRX) Portfolio TrackingVanguard Mid Cap Growth Inv (VMGRX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Mid Cap Growth Inv fund (VMGRX)

DateCashStockBondOther
03/20164.31%95.69%0%0%
12/20154.15%95.85%0%0%
09/20155.01%94.99%0%0%
Click here to see more historic asset allocation information on Vanguard Mid Cap Growth Inv Fund (VMGRX)

 

graph of Vanguard Mid Cap Growth Inv Fund (VMGRX) Top 10 Position TrackingTop 10 Holdings in Vanguard Mid Cap Growth Inv (VMGRX) Fund

Discover what Vanguard Mid Cap Growth Inv Fund (VMGRX) manager is buying

Mar 30, 2016
Old Dominion Freight Line, Inc. [3.48%]
Intercontinental Exchange Inc. [3.37%]
Brunswick Corporation Common St [2.77%]
Vantiv, Inc. Class A Common Sto [2.57%]
Hilton Worldwide Holdings Inc. [2.37%]
Norwegian Cruise Line Holdings [2.37%]
Tractor Supply Company [2.12%]
Dollar General Corporation Comm [2.03%]
ManpowerGroup Common Stock [2%]
SEI Investments Company [1.89%]

Dec 30, 2015
Intercontinental Exchange Inc. [3.46%]
Brunswick Corporation Common St [3.1%]
Old Dominion Freight Line, Inc. [2.95%]
Hilton Worldwide Holdings Inc. [1.99%]
Norwegian Cruise Line Holdings [1.96%]
Vantiv, Inc. Class A Common Sto [1.9%]
SEI Investments Company [1.88%]
ManpowerGroup Common Stock [1.85%]
Dollar General Corporation Comm [1.72%]
Popular, Inc. [1.7%]

Sep 29, 2015
Old Dominion Freight Line, Inc. [2.83%]
Brunswick Corporation Common St [2.51%]
Vantiv, Inc. Class A Common Sto [2.5%]
Hanesbrands Inc. Common Stock [2.21%]
Intercontinental Exchange Inc. [2.18%]
Hilton Worldwide Holdings Inc. [2.16%]
Royal Caribbean Cruises Ltd. Co [1.98%]
SEI Investments Company [1.75%]
Dollar General Corporation Comm [1.72%]
Mednax, Inc. Common Stock [1.7%]
Click here for Stock Holding Change Map in Vanguard Mid Cap Growth Inv Fund (VMGRX)

  

Latest News on Vanguard Mid Cap Growth Inv (VMGRX) Fund

See what is happening with Vanguard Mid Cap Growth Inv Fund (VMGRX)

 

Vanguard Mid Cap Growth Inv Fund (VMGRX) Related ResourcesSee more information on Vanguard Mid Cap Growth Inv (VMGRX) Fund

Popular pages on Vanguard Mid Cap Growth Inv (VMGRX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update