Is Vanguard US Growth Admiral (VWUAX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 18 2024
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Source: NASDAQ.COM
Vanguard US Growth Admiral (VWUAX): VWUAX is a Large Cap Growth mutual fund with a Zacks Mutual Fund Rank of 2 (Buy), boasting over $36 billion in assets and a competitive expense ratio of 0.22%. It has delivered a 5-year annualized return of 16.51%, though it exhibits higher volatility compared to its peers.
Investment Considerations: Investors should note the fund's minimum initial investment requirement of $50,000, its negative alpha indicating underperformance relative to the S&P 500, and the importance of considering fees and advisor costs when evaluating overall returns.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
