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Vanguard - 529 Portfolio - Vanguard Morgan Growth Portfolio Overview

Funds, Stocks & ETFs  »  Vanguard 529 Portfolios  »  Vanguard 529 Portfolio Profile

Vanguard Morgan Growth Portfolio
Overview
Unit Price as of 04/24/2014$15.63
Change$0.010.06%
Expense ratio as of 10/31/20130.48%
Inception date12/01/2006

 

Vanguard Morgan Growth Portfolio seeks to provide long-term capital appreciation.

Learn more about this portfolio's investment strategy and policy.


Style
TypeDomestic Stock - General
CategoryLarge Growth

 


Knowing a fund's investment style can help you understand how it might fit in your portfolio. This information can also help you build a portfolio that's broadly diversified across markets and less susceptible to sharp swings in any one market area.

Stock style
Vanguard uses a 9-box grid called a "style box" to show how a domestic stock fund's holdings are distributed by primary investment style (growth, value, or blend) and market capitalization category (large-, mid-, and small-cap companies).

Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 

Average Annual Returns—Updated Quarterly as of 03/31/2014

The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. See performance data current to the most recent month-end. Expense ratio information can be found on the Overview page.

Important 529 performance information

Display data in bar chart

 1 Year3 Year5 Year10 YearSince Inception
12/01/2006
Vanguard Morgan Growth24.55%12.82%20.70% 6.42%
Russell 3000 Growth Index*23.53%14.53%21.94% 7.95%8.17%
*Measures the performance of those Russell 3000 companies with higher price/book ratios and higher predicted and historical growth rates.

Glossary

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