MGKVanguard Mega Cap Growth Index Fund

Grow my money18y track recordRanked #42 of 2,960 in this goal

Seeks to track the performance of a benchmark index that measures the investment return of large-cap growth stocks in the U.S.

By Vanguard · Launched 2007

Annual Cost

0.05%

#275 of 5,562 · low cost

Fund Size

$35.0B

#98 of 5,562 · large

Return (1Y)Goal

+26.6%

Track Record

18 years

#561 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,486+24.9%

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

Factor

Growth

Index tracked

CRSP US Mega Cap Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 66.0% of fundconcentrated

NVIDIA Corp

13.0%

Apple Inc

12.1%

Microsoft Corp

10.6%

Alphabet Inc

5.3%

Amazon.com Inc

4.6%

Tesla Inc

4.5%

Meta Platforms Inc

4.5%

Alphabet Inc

4.2%

Broadcom Inc

4.0%

Eli Lilly & Co

3.3%

Asset allocation

Stocks

99.7%

Cash

0.2%

Other

0.2%

By sector

Technology

55.6%

Communication

17.8%

Consumer Cyclical

12.8%

Healthcare

4.5%

Financial Services

4.5%

Industrials

2.3%

Real Estate

1.3%

Basic Materials

0.7%

Other

0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.1%Moderate

Year-on-year price swings

Max drawdown

-36.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.03Strong risk-adjusted returns

Sortino (3Y)

1.51Good 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-cap growth stocks in the U.S.
Strategy: Invests primarily in stocks that make up the CRSP US Mega Cap Growth Index, which measures growth companies in the top 70% of U.S. equity market capitalization. The Fund attempts to replicate the Target Index by holding each stock in approximately the same proportion as its weighting in the index.
Inception date: December 17, 2007
Fund family: Vanguard