VOTVanguard Mid-Cap Growth Index Fund

Grow my money19y track recordRanked #81 of 2,999 in this goal

Tracks the performance of a benchmark index measuring mid-capitalization growth stocks.

By Vanguard · Launched 2006

Annual Cost

0.05%

#131 of 5,861 · low cost

Fund Size

$34.8B

#99 of 5,861 · large

Return (1Y)Goal

+1.8%

Track Record

19 years

#341 of 5,861 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,076+0.8%

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

What's inside

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 = 20.2% of fund✓ well diversified

Vertiv Holdings Co

2.5%

Howmet Aerospace Inc

2.4%

Constellation Energy Corp

2.2%

Seagate Technology Holdings PLC

2.2%

Quanta Services Inc

2.1%

Motorola Solutions Inc

1.9%

Ross Stores Inc

1.8%

Royal Caribbean Cruises Ltd

1.7%

TransDigm Group Inc

1.7%

Cloudflare Inc

1.6%

Asset allocation

Stocks

99.5%

Cash

0.4%

Other

0.1%

By sector

Technology

31.6%

Industrials

26.3%

Consumer Cyclical

12.7%

Healthcare

8.6%

Financial Services

6.1%

Real Estate

4.2%

Communication

3.5%

Utilities

3.0%

Other

4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.2%Moderate

Year-on-year price swings

Max drawdown

-37.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.54Decent risk-adjusted returns

Sortino (3Y)

0.77Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the performance of a benchmark index measuring mid-capitalization growth stocks.
Strategy: Employs an indexing investment approach to track the CRSP US Mid Cap Growth Index, investing at least 80% of net assets in the stocks that make up the index. Aims to replicate the index by holding stocks in proportion to their index weighting.
Inception date: August 17, 2006
Fund family: Vanguard