Morningstar

Vanguard Mega Cap Growth Index Instl VMGAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 637.53  /  +1.11 %
  • Total Assets 23.0 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.45%
  • Turnover 7%

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

Morningstar’s Analysis VMGAX

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

  • People Pillar

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

A potent large-growth index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mega Cap Growth index effectively represents the contours of the large-cap growth market, but that means it holds a highly concentrated portfolio. Its low cost helps remedy that shortcoming and makes it a compelling option.

by Zachary Evens
Rated on Published on

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Portfolio Holdings VMGAX

More VMGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

13.54 3.0 Bil
Technology

Microsoft Corp

12.70 2.8 Bil
Technology

NVIDIA Corp

11.31 2.5 Bil
Technology

Meta Platforms Inc Class A

4.97 1.1 Bil
Communication Services

Amazon.com Inc

4.55 1.0 Bil
Consumer Cyclical

Eli Lilly and Co

3.81 839.6 Mil
Healthcare

Alphabet Inc Class A

3.68 810.1 Mil
Communication Services

Alphabet Inc Class C

3.03 667.4 Mil
Communication Services

Tesla Inc

2.74 604.6 Mil
Consumer Cyclical

Visa Inc Class A

2.07 455.5 Mil
Financial Services

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