Vanguard Dividend Growth Fund Investor Shares

 (MUTF:VDIGX)   Watch this mutual fund  
Find more results for VDIGX

Performance

Trailing returns

1 day   +0.05%
   
1 week   +1.21%
   
4 week   +1.31%
   
3 month   +2.51%
   
YTD   +1.74%
   
1 year   +19.46%
   
3 years*   +14.78%
   
5 years*   +18.38%
   
*annualized
Best 3 month return+19.77%  
Worst 3 month return-22.58%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years High Low
5 years Average Low
10 years High Low
Overall Above Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets20.55B 
Front load-  
Deferred load-  
Expense ratio0.29%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash4.24%  
Stocks95.76%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
AIP Initial$0  
AIP Additional$100  
21.65-0.03(-0.14%)
Apr 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide, primarily, a growing stream of income over time and, secondarily, long-term capital appreciation and current income. The fund invests primarily in stocks that tend to offer current dividends. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time. These stocks typically-but not always-will be large-cap, will be undervalued relative to the market, and will show potential for increasing dividends. The fund seeks to be diversified across industry sectors.
Fund filings (PDF) »
Asset manager:
Donald Kilbride (Started: Feb 1, 2006)
Advisor Company:
Wellington Management Company, LLP
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.39 3.72 2.23 2.47
Beta* 0.93 0.78 0.79 0.80
Mean annual return 1.62 1.25 1.52 0.78
R-squared* 92.83 91.97 93.36 94.94
Standard deviation 9.64 10.15 11.39 12.03
Sharpe ratio 2.01 1.48 1.59 0.64
* Against standard index

Top 10 holdings

Security Net Assets  
United Parcel Service Inc (UPS) Class B (UPS) 3.02%  
McDonald's Corporation (MCD) 2.76%  
Microsoft Corporation (MSFT) 2.73%  
Wal-Mart Stores Inc (WMT) 2.62%  
Merck & Co Inc (MRK) 2.60%  
Praxair, Inc. (PX) 2.45%  
Lockheed Martin Corporation (LMT) 2.40%  
Cardinal Health Inc (CAH) 2.37%  
UnitedHealth Group Inc (UNH) 2.35%  
Johnson & Johnson (JNJ) 2.34%