Despite a dreadful recent stretch of performance, Vanguard U.S. Growth’s four experienced and talented subadvisors are still a draw, earning a Morningstar Analyst Rating of Silver or Bronze depending upon share class fees.
Vanguard US Growth Investor VWUSX
NAV / 1-Day Return
48.92
/
0.31
%
Total Assets
36.1 Bil
Adj. Expense Ratio
0.380%
Expense Ratio
0.380%
Fee Level
Low
Longest Manager Tenure
11.86
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
3,000
Status
Open
TTM Yield
< 0.01%
Turnover
41%
Morningstar’s Fund Analysis VWUSX
Will VWUSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VWUSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VWUSX 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 VWUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Poor recent performance, but strong managers remain.
