VMGAX – Fund Analysis – Vanguard Mega Cap Growth Index Instl | Morningstar

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Will VMGAX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMGAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the VMGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of VMGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A potent large-growth index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Mega Cap Growth index effectively represents the contours of the large-cap growth market, but that means it holds a highly concentrated portfolio. Its low cost helps remedy that shortcoming and makes it a compelling option.

by Zachary Evens

Rated on Jun 13, 2024 Published on Jun 13, 2024

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