Vanguard Mid-Cap Growth Fund Investor Shares (VMGRX)

$25.53
D Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Mid Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Mid-Cap Growth Fund Investor Shares 36 0.98 9.76% -11.29% 0.51%
U.S. Mid Cap - Growth 35 0.99 9.24% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 9.06% 8.55% 0.50%
Year-to-Date 9.76% 9.24% 0.52%
1 Year 29.07% 0.00% 29.07%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

36%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.51%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$657

Real cost (fees + lost compounding)

$812

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
93%

Return in excess of styles
(over past year)
-14.70%