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Upturn AI SWOT - About
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
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Upturn Advisory Summary
04/01/2025: MGK (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 17.55% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 459595 | Beta 1.18 | 52 Weeks Range 265.76 - 358.26 | Updated Date 04/2/2025 |
52 Weeks Range 265.76 - 358.26 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Mega Cap Growth Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) seeks to track the performance of a benchmark index that measures the investment return of mega-capitalization growth stocks. It focuses on large U.S. companies exhibiting growth characteristics. The ETF utilizes a passive management strategy and aims to replicate the returns of the CRSP US Mega Cap Growth Index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost index funds and ETFs. It has a long track record of providing value to investors.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs. Its investment professionals are highly qualified and committed to maintaining the integrity of its investment products.
Investment Objective
Goal
To track the investment return of the CRSP US Mega Cap Growth Index, which represents large-capitalization growth stocks in the U.S.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the CRSP US Mega Cap Growth Index.
Composition The ETF holds stocks of mega-cap U.S. companies with growth characteristics.
Market Position
Market Share: MGK has a significant market share within the mega-cap growth ETF segment.
Total Net Assets (AUM): 18940000000
Competitors
Key Competitors
- IVW
- SCHG
- QQQ
Competitive Landscape
The mega-cap growth ETF market is competitive, with several major players. MGK's low expense ratio provides a significant advantage. However, ETFs like QQQ have a different index focus (Nasdaq-100) which appeals to some investors despite having a different growth stock selection criteria.
Financial Performance
Historical Performance: Historical performance data is not included here, as it is variable. Consult financial data sources for past returns.
Benchmark Comparison: The ETF's performance closely tracks the CRSP US Mega Cap Growth Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The average trading volume of MGK is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for MGK is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards growth stocks influence MGK's performance.
Growth Trajectory
MGK's growth is tied to the performance of mega-cap growth companies, particularly in the technology and consumer discretionary sectors. Changes in these sectors can significantly impact the ETF.
Moat and Competitive Advantages
Competitive Edge
MGK's competitive edge lies in its low expense ratio, broad diversification within the mega-cap growth space, and the reputation and reliability of Vanguard. This combination attracts cost-conscious investors seeking exposure to large-cap growth stocks. It has a lower expense ratio than most competitor growth ETFs. Its index tracking ensures consistent replication of mega cap growth performance.
Risk Analysis
Volatility
MGK exhibits moderate to high volatility, consistent with growth stocks.
Market Risk
Market risk is inherent in the ETF due to its exposure to the stock market. Specific risks include concentration risk in certain sectors and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term growth potential with exposure to mega-cap U.S. growth stocks and is comfortable with moderate to high volatility.
Market Risk
MGK is suitable for long-term investors, as well as passive index followers who prioritize low costs and diversification.
Summary
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) offers investors a low-cost and diversified way to access mega-cap growth stocks in the U.S. The ETF tracks the CRSP US Mega Cap Growth Index and is managed by Vanguard, a reputable issuer known for its commitment to low expenses. While MGK exhibits moderate to high volatility, it provides exposure to some of the largest and fastest-growing companies in the world making it suitable for long-term growth-oriented investors. Investors should be aware of its concentration in certain sectors such as technology. Its main appeal is low cost and index tracking.
Similar Companies
- VUG
- IWF
- SCHG
- QQQ
- IVW
Sources and Disclaimers
Data Sources:
- Vanguard
- CRSP
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Mega Cap Growth Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
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