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How Is Vanguard Growth Index Investor Fund (VIGRX) Performing?

Published 07/07/2016, 09:17 PM
Updated 10/23/2024, 11:45 AM
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Vanguard Growth Index Investor Fund (VIGRX) a Zacks Rank #2 (Buy) was incepted in November 1992 and is managed by the Vanguard Group. The objective of VIGRX is to seek long-term growth of capital. VIGRX holds all of the stocks in the unmanaged Standard and Poor's Growth Index in approximately the same proportions as those stocks represent in the index. These stocks typically share certain characteristics, including having prices that are above-average in comparison to their net worth, or book value. These stocks also are expected to grow at an above-average pace. VIGRX attempts to match the performance of the index, and remains fully invested in stocks at all times.

This Large Growth product, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Small Growth. Further, as of the last filing, Apple Inc (NASDAQ:AAPL)., Alphabet (NASDAQ:GOOGL) Inc. and Facebook (NASDAQ:FB), Inc. were the top holdings for VIGRX.

The Vanguard Growth Index Investor fund, managed by Vanguard Group, carries an expense ratio of 0.22%. Moreover, VIGRX requires a minimal initial investment of $3,000.

VIGRX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 11.84% and 5 year 11.79%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.

VIGRX’s performance, as of the last filing, when compared to funds in its category was in the top 19% in 1 year, top 10% over the past 3 years, and in the 7% over the past 5 years.

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