Morningstar ETF Aggressive Growth (S:0P0000UDGQ)
41.19
+3.14
(+8.26%)
USD |
Apr 30 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 29, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vanguard Total Stock Market Index Fund ETF | 47.50% | 372.52 | 0.23% |
| Vanguard Developed Markets Index Fund ETF | 19.50% | 71.80 | 0.19% |
| Vanguard Emerging Markets Stock Index Fund ETF | 6.50% | 59.98 | 0.14% |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 6.00% | 53.88 | -0.88% |
| VanEck Morningstar Wide Moat ETF | 4.00% | 103.75 | 0.80% |
| Vanguard Total Bond Market Index Fund ETF | 3.00% | 73.44 | 0.02% |
| Franklin FTSE United Kingdom ETF | 2.00% | 35.87 | 0.06% |
| Fidelity Tax-Exempt Money Market | 2.00% | 1.00 | 0.00% |
| iShares Latin America 40 ETF | 2.00% | 34.96 | -0.40% |
| Fidelity MSCI Health Care Index ETF | 1.50% | 72.29 | -0.73% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |