An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year … The Morningstar Large-Cap Growth ETF fund is an exchange traded fund (ETF) within the iShares family. Get fund performance data on Vanguard International Growth Fund Investor Shares (VWIGX) including growth, trailing returns, and quarterly and monthly returns. Vanguard 500 Index offers diversified, low-turnover exposure to U.S. large-cap stocks at an attractive price. Vanguard Large Cap Index Fund Institutional Shares A Mutual Fund Fourth Quarter 2020 Fund Fact Sheet - Page 3 3-Year Earnings Growth Rate (%) A measure of how a stock's earnings per share (EPS) has grown over the last three years. LOW: HIGH: Asset Class/Investment Style 5A Domestic Equity : Large : Medium : Small: Value: Blend: Growth : Large : Medium : Small: Value: Blend: Growth: UNDERLYING Fund Highlights Why … Morningstar Equity Style Box™ as of 03-31-21 % Mkt Cap Large Mid Small Value Blend Growth Giant 1.04.....Large26.83 Medium 72.12 Small 0.00.....Micro0.00 Top 20 Holdings as of 03-31-21 % Assets IDEXX Laboratories Inc 1.32 Microchip Technology Inc 1.32 Stock basics • Slice and dice • Approximating total stock market • Mid caps• Small caps • US small cap value • Preferred stock Comparing Vanguard US funds Vanguard US sector ETFs • Vanguard US stock ETFs The Vanguard Growth Index Fund falls within Morningstar’s large growth category. Risk/Return Category 1A Aggressive Growth. There are 30 other funds we track which provide a return similar to JKE. Name of Issuer Vanguard Telephone 888-809-8102 Web Site www.vanguard.com Benchmark Description: Russell 1000 Growth TR USD The index measures the performance of the large-cap growth segment of the US equity securities. … Vanguard Large Cap Growth ETFs are funds that focus on stocks with market caps above $10 billion that show certain growth traits. Pozen, like Bousa, targets high-quality, dividend-paying large caps with a durable edge. In 2020, he initiated a position in Trane Technologies TT, which is benefiting from a long-term global trend toward more environmentally sound buildings. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. It effectively curbs turnover and diversifies risk. Disclosure: Some of the links on this page are referral links. The funds cover various sectors and industries. Our favorite Large Growth funds: Fund Category: Large Growth : Total Returns ( % ) It includes the Russell 1000 index companies with higher price-to-book ratios and higher forecasted growth values. Vanguard Growth Index Fund Institutional Shares A Mutual Fund First Quarter 2021 Fund Fact Sheet. These strategies come at a very cheap price, giving the firm's large-cap equity lineup considerable appeal. Analyze the Fund Vanguard Large Cap Index Fund Admiral Shares having Symbol VLCAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at … Here we’ll list some of the best large growth ETFs. Funds in this category tend to focus on large-cap stocks that have the potential for above-average growth. Get tax analysis, including pretax return, tax-adjusted return, tax cost ratio, and potential cap gains exposure for Vanguard Mid-Cap Growth Fund Investor Shares (VMGRX). Morningstar Premium Members have access to full analyst reports such as … Issuer Vanguard Morningstar Category: Mid-Cap Growth Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Summary. Morningstar uses EPS from continuing operations to calculate this growth rate. Get fund performance data on Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) including growth, trailing returns, and quarterly and monthly returns. Within the iShares family of funds, the most positively correlated other funds are Russell Top 200 Growth ETF, S&P 500 Growth ETF, Russell 1000 Growth ETF, Core U.S. Growth ETF, Russell Top 200 ETF. Its exchange-traded fund, Admiral, and Institutional shares earn a Morningstar Analyst Rating of Gold, while higher fees limit the Investor share class to Silver. The CRSP US Large Cap Growth Index consists of companies representing large capitalization growth stocks traded in the U.S. on the NYSE, NYSE Market, NASDAQ or ARCA. Benchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar Risk Russell Mid Cap Growth TR USD Large Growth QQQ Average Above Average Out of 1197 Large Growth investments. It tracks the market-cap-weighted S&P 500, which has historically been tough competition for active managers in the large-blend Morningstar Category. Large cap growth stocks have smoked the market in recent years thanks to Big Tech. Vanguard Mid-Cap Growth ETF 119,139 Investing solely in Vanguard Mid-Cap Growth ETF Managed by Vanguard Group, Inc. Ticker Symbol+: VOT. The Vanguard Tax-Managed Balanced Fund Admiral Shares seeks to provide exposure to mid- and large-cap stocks of the U.S. equity market. Summary Prospectus Document/37c634c29dd69f2a6fc8bd74f3739fac.msdoc?key=8e4aae5472d794c04c8d626a6392f8dad15671ad50f836cb#; … Its miniscule expense ratio gives this fund a durable performance edge over its category peers. Morningstar Style Box™ as of 12-31-20 % Mkt Cap Large Mid Small Value Blend Growth Giant 0.00.....Large0.35 Medium 52.65 Small 43.40.....Micro3.60 Top 10 Holdings as of 12-31-20 % Assets Enphase Energy Inc 0.89 MongoDB Inc Class A 0.85 Catalent Inc 0.77 Funds in this category tend to focus on large-cap stocks that have the potential for above-average growth. He likes names such as McDonald's MCD, which he thinks is very resilient and is investing in attractive growth opportunities. MainStay Large Cap Growth Fund Domestic stock fund|Class I Fund facts †Risk level Low High Total net assets Expense ratio as of 06/30/20 Ticker symbol Turnover rate Inception date Fund number 12345 $7,631 MM 0.74 % MLAIX 44.00 % 04/01/05 3187 Investment objective The investment seeks long-term growth of capital. Vanguard Small Cap Value Index offers low-cost, market-cap-weighted exposure to small-value stocks. Data through 9/17/2019. Since 1972, large-cap value stocks have a slightly higher CAGR than large-cap growth stocks but that has not been the case since 2017. Mid-cap growth portfolios target U.S. firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. The Vanguard Growth Index Fund falls within Morningstar’s large growth category. Read the most recent research, and rating upgrades and downgrades, on 600+ funds under coverage Find out if VBK (ARCX) is the best investment for you. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Its Admiral, Institutional Select, … Start a 14-day free trial to Morningstar Premium to unlock our take on VBK. This includes firms whose earnings are expected to grow at an above-average rate relative to the market or their sector. The … Vanguard Large-Cap Index Fund ETF Shares ETF Prices, ETF performance and returns, Morningstar research and charts Sub Account Details. The following is our latest Fund Analyst Report for Vanguard Dividend Appreciation Index (VDADX). Fund price for Vanguard FTSE Global All Cap Index Fund GBP Acc along with Morningstar ratings & research, long term fund performance and charts Get the latest fund research from the Morningstar analysts.