MGCVanguard Mega Cap Index Fund

Grow my money18y track recordRanked #102 of 2,960 in this goal

Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks in the United States.

By Vanguard · Launched 2007

Annual Cost

0.05%

#275 of 5,562 · low cost

Fund Size

$10.8B

#257 of 5,562 · large

Return (1Y)Goal

+27.9%

Track Record

18 years

#561 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,636+26.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mega

Strategy

Index tracking

Index tracked

CRSP US Mega Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 46.9% of fundmoderately concentrated

Apple Inc

8.5%

NVIDIA Corp

8.4%

Microsoft Corp

7.5%

Amazon.com Inc

4.6%

Broadcom Inc

3.9%

Alphabet Inc

3.8%

Alphabet Inc

3.0%

Meta Platforms Inc

2.9%

Tesla Inc

2.4%

Eli Lilly & Co

1.9%

Asset allocation

Stocks

99.7%

Cash

0.2%

Other

0.1%

By sector

Technology

42.9%

Communication

12.3%

Financial Services

10.8%

Consumer Cyclical

9.8%

Healthcare

8.6%

Industrials

6.0%

Consumer Defensive

4.4%

Energy

2.3%

Other

2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.0%Moderate

Year-on-year price swings

Max drawdown

-33.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.17Strong risk-adjusted returns

Sortino (3Y)

1.71Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks in the United States.
Strategy: Employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Index. The Target Index is a float-adjusted, market capitalization-weighted index measuring the top 70% of investable U.S. equity market capitalization.
Inception date: December 17, 2007
Fund family: Vanguard