VOTVanguard Mid-Cap Growth Index Fund

Grow my money19y track recordRanked #80 of 2,960 in this goal

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks.

By Vanguard · Launched 2006

Annual Cost

0.05%

#275 of 5,562 · low cost

Fund Size

$33.8B

#100 of 5,562 · large

Return (1Y)Goal

+10.9%

Track Record

19 years

#348 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,927+9.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index tracking

Factor

Growth

Index tracked

CRSP US Mid Cap Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 19.7% of fund✓ well diversified

Constellation Energy Corp

2.9%

Robinhood Markets Inc

2.3%

Howmet Aerospace Inc

2.2%

DoorDash Inc

2.0%

TransDigm Group Inc

2.0%

Royal Caribbean Cruises Ltd

1.8%

Motorola Solutions Inc

1.7%

Quanta Services Inc

1.6%

Vertiv Holdings Co

1.6%

Cloudflare Inc

1.5%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Technology

28.9%

Industrials

23.7%

Consumer Cyclical

13.9%

Healthcare

9.3%

Financial Services

6.8%

Real Estate

4.8%

Communication

3.8%

Utilities

3.5%

Other

5.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.7%Moderate

Year-on-year price swings

Max drawdown

-37.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.69Decent risk-adjusted returns

Sortino (3Y)

1.00Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks.
Strategy: Employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, investing all or substantially all assets in the stocks that make up the Index.
Inception date: August 17, 2006
Fund family: Vanguard