Vanguard Mid-Cap Growth Index Fund Investor Shares

 (MUTF:VMGIX)   Watch this mutual fund  
Find more results for MUTF:VMGIX

Performance

Trailing returns

1 day
   
-0.34%  
1 week   +0.73%
   
4 week   +1.90%
   
3 month   +4.81%
   
YTD   +20.77%
   
1 year   +19.29%
   
3 years*   +9.53%
   
5 years*   +13.98%
   
*annualized
Best 3 month return+27.57%  
Worst 3 month return-41.98%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Average Above Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets11.30B 
Front load-  
Deferred load-  
Expense ratio0.19%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.51%  
Stocks99.49%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$1  
49.90-0.17(-0.34%)
Dec 11, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to track the performance of the CRSP US Mid Cap Growth Index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Fund filings (PDF) »
Asset managers:
Michael Johnson (Started: Apr 27, 2016)
Donald Butler (Started: Feb 22, 2013)
Advisor Company:
Vanguard Group Inc
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.30 -2.12 -1.54 -1.04
Beta* 0.70 1.01 1.04 1.13
Mean annual return 1.68 0.74 1.18 0.77
R-squared* 43.40 84.62 81.93 85.98
Standard deviation 4.13 11.08 10.91 18.42
Sharpe ratio 4.64 0.77 1.28 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
Lam Research Corp (LRCX) 1.97%  
Autodesk Inc (ADSK) 1.60%  
Fiserv Inc (FISV) 1.58%  
Amphenol Corp Class A (APH) 1.55%  
Roper Technologies Inc (ROP) 1.54%  
Digital Realty Trust Inc (DLR) 1.41%  
C.R. Bard Inc (BCR) 1.38%  
Moody's Corporation (MCO) 1.35%  
Microchip Technology Inc (MCHP) 1.28%  
Edwards Lifesciences Corp (EW) 1.26%