Vanguard Growth Index Fund (VIGRX)

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Vanguard Growth Index Fund (VIGRX) is an index mutual fund. This equity fund invests mainly in growth stocks of large U.S. companies. This low-cost index fund follows a buy-and-hold approach and invests in substantially all of the stocks represented in its broad benchmark. The index benchmark is the CRSP US Large Cap Growth Index.

VIGRX Fund Profile

    Vanguard Growth Index Fund (VIGRX)
  • Fund Inception Date: 11/02/1992
  • Ticker Symbol: VIGRX
  • CUSIP: 922908504
  • Beta (3yr): 1.06
  • Rank in category (YTD): 14%
  • Category: Large Growth
  • Distribution Yield: 1.02%
  • Capital Gains: 0%
  • Expense Ratio: 0.24%
  • Net Assets: $ 42.4 billion
  • Number of Years Up: 17 years
  • Number of Years Down: 14 years
  • Annual Turnover Rate: 32%
This Vanguard Growth Index Fund is managed by Gerard C. O'Reilly. The current dividend yield is 1.02%. Its annual expense ratio fee is 0.24%.
The projected 3 year expense fee with $10,000 invested is $77. This large growth fund has 369 stocks in its holdings. The current share price is $50.96.

Vanguard Growth Index Fund Performance

In 2014, this investor shares fund has year-to-date return of 10.12%. Morningstar has ranked it with 4 stars & silver rating. It has returned 19.77% over the past 1 year, 22.38% over the past 3 years, and 16.88% over the past 5 years.
  • Year 2013: 32.16%
  • Year 2012: 16.89%
  • Year 2011: 1.71%
  • Year 2010: 16.96%

VIGRX Holdings

The top 6 stocks in its portfolio are Apple Inc (AAPL), Google Inc (GOOGL), Gilead Sciences Inc (GILD), Coca-Cola Co (KO), Facebook Inc (FB), and Schlumberger Ltd (SLB). Top 3 sectors are technology, consumer services, and financials.

More: Top Large Growth Mutual Funds

You can buy this mutual fund with $3,000 initial funding for your regular brokerage account. For your retirement account such as 401k or IRA, please check with your broker. There are 102 brokerages that are offering this fund.  The fund brokers are JPMorgan, T. Rowe Price, Firstrade, TIAA-CREF Brokerage Services, etc.

There are 2 other fund classes. The classes are Admiral Shares (VIGAX), and Exchange Traded Fund (VUG).

Pros:
  • This Vanguard Growth Index Fund has a low expense fee.
  • The fund has returned great performance.
Cons:
  • None.

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