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Vanguard US Growth Inv (VWUSX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard US Growth Inv (VWUSX) Fund

    Last Trade: $34.30 on 6/23/2017, Change: +0.16 (0.47%)

 

Graph of Vanguard US Growth Inv Fund (VWUSX) ManagerFund Manager - Andrew J. Shilling

Fund Manager Information

Fund Manager Tenure: 6.7 years
Similar Funds: VWUAX 
Fund Family: Vanguard
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of Vanguard US Growth Inv Fund (VWUSX) ProfileVanguard US Growth Inv Fund (VWUSX) Profile

Fund Profile and Description

Vanguard US Growth Inv Fund seeks long-term capital appreciation. Vanguard US Growth Inv Fund invests mainly in large-capitalization stocks of U.S. companies considered to have above-average earnings growth potential and reasonable stock prices in comparison with expected earnings.

 

Vanguard US Growth Inv (VWUSX) Fund Strength What we like about Vanguard US Growth Inv (VWUSX) Fund

Data for Vanguard US Growth Inv Fund (VWUSX) as of May 30, 2016

  • Vanguard US Growth Inv Fund (VWUSX) management has been with Vanguard US Growth Inv Fund for 6.7 years
  • Vanguard US Growth Inv Fund (VWUSX) has good short-term performance (1-year return 0.44% vs -1.74% Large Growth category median performance)
  • Vanguard US Growth Inv Fund (VWUSX) has good mid-term performance (3-year return 13.39% vs 10.74% Large Growth category median performance)
  • Vanguard US Growth Inv Fund (VWUSX) has good Long-term performance (5-year return 12.27% vs 10.14% Large Growth category median performance)
  • Vanguard US Growth Inv Fund (VWUSX) ratio of up-years vs down years is greater than 2
  • Vanguard US Growth Inv Fund (VWUSX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard US Growth Inv Fund (VWUSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard US Growth Inv Fund (VWUSX) has an annual stock turnover rate of 38.00% vs Large Growth average of 50.46%. It is good that Vanguard US Growth Inv management does not trade extensively for its return.
  • Vanguard US Growth Inv Fund (VWUSX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.42, lower than category average of 12.75
  • Vanguard US Growth Inv Fund (VWUSX) has a lower expense ratio than its Large Growth average: 0.47% vs 1.17%
  • Vanguard US Growth Inv Fund (VWUSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard US Growth Inv Fund (VWUSX) Weakness What we are cautious about Vanguard US Growth Inv (VWUSX) Fund

Data for Vanguard US Growth Inv Fund (VWUSX) as of May 30, 2016

See Vanguard US Growth Inv Fund (VWUSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard US Growth Inv Fund (VWUSX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard US Growth Inv-1.240.4413.3912.27
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Vanguard US Growth Inv Fund (VWUSX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Vanguard US Growth Inv Fund (VWUSX) Net Asset TrackingVanguard US Growth Inv (VWUSX) Fund Net Asset

Track net asset change of Vanguard US Growth Inv fund (VWUSX)

DateNet Asset
05/2016$6.86B
03/2016$6.80B
02/2016$6.60B
More historic net asset information on Vanguard US Growth Inv Fund (VWUSX)

  

Graph of Vanguard US Growth Inv Fund (VWUSX) Portfolio TrackingVanguard US Growth Inv (VWUSX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard US Growth Inv fund (VWUSX)

DateCashStockBondOther
03/20163.08%95.04%0%1.88%
12/20154.17%94.02%0%1.81%
09/20154.4%93.71%0%1.89%
Click here to see more historic asset allocation information on Vanguard US Growth Inv Fund (VWUSX)

 

graph of Vanguard US Growth Inv Fund (VWUSX) Top 10 Position TrackingTop 10 Holdings in Vanguard US Growth Inv (VWUSX) Fund

Discover what Vanguard US Growth Inv Fund (VWUSX) manager is buying

Mar 30, 2016
Alphabet Inc. [3.74%]
Facebook, Inc. [3.54%]
Visa Inc. [3.05%]
Mastercard Incorporated Common [3.04%]
Amazon.com, Inc. [2.94%]
Apple Inc. [2.66%]
Allergan plc Ordinary Shares [2.43%]
Microsoft Corporation [2.33%]
Alphabet Inc. [2.21%]
Celgene Corporation [2.04%]

Dec 30, 2015
Alphabet Inc. [3.66%]
Mastercard Incorporated Common [3.11%]
Visa Inc. [3.08%]
Amazon.com, Inc. [3.03%]
Facebook, Inc. [2.82%]
Allergan plc Ordinary Shares [2.73%]
Apple Inc. [2.54%]
Celgene Corporation [2.34%]
Alphabet Inc. [2.17%]
Home Depot, Inc. (The) Common S [1.84%]

Sep 29, 2015
Mastercard Incorporated Common [3.35%]
Apple Inc. [3.27%]
Google [2.91%]
Visa Inc. [2.81%]
Facebook, Inc. [2.66%]
Amazon.com, Inc. [2.53%]
Allergan plc Ordinary Shares [2.48%]
Celgene Corporation [2.46%]
QUALCOMM Incorporated [1.99%]
Alphabet Inc. [1.89%]
Click here for Stock Holding Change Map in Vanguard US Growth Inv Fund (VWUSX)

  

Latest News on Vanguard US Growth Inv (VWUSX) Fund

See what is happening with Vanguard US Growth Inv Fund (VWUSX)

 

Vanguard US Growth Inv Fund (VWUSX) Related ResourcesSee more information on Vanguard US Growth Inv (VWUSX) Fund

Popular pages on Vanguard US Growth Inv (VWUSX) Fund

  

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