Vanguard Dividend Growth Fund Investor Shares

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

Performance

Trailing returns

1 day
   
-0.43%  
1 week
   
-0.43%  
4 week   +0.69%
   
3 month   +0.49%
   
YTD   +2.70%
   
1 year   +12.03%
   
3 years*   +17.46%
   
5 years*   +15.89%
   
*annualized
Best 3 month return+19.77%  
Worst 3 month return-22.58%  

Morningstar statistics

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

Key statistics

Total assets24.74B 
Front load-  
Deferred load-  
Expense ratio0.31%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.91%  
Stocks97.89%  
Bonds0.00%  
Other1.20%  

Purchase information

Initial$3,000  
Additional$100  
IRA Initial$3,000  
AIP Initial$0  
23.34-0.10(-0.43%)
May 22, 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* -0.96 -0.08 1.84 2.20
Beta* 0.87 0.91 0.82 0.80
Mean annual return 0.84 1.20 1.13 0.81
R-squared* 93.86 94.64 94.40 94.91
Standard deviation 8.15 8.87 10.91 12.06
Sharpe ratio 1.23 1.62 1.23 0.69
* Against standard index

Top 10 holdings

Security Net Assets  
United Parcel Service Inc (UPS) Class B (UPS) 2.95%  
TJX Companies Inc (TJX) 2.80%  
UnitedHealth Group Inc (UNH) 2.76%  
ACE Ltd (ACE) 2.70%  
United Technologies Corp (UTX) 2.67%  
Coca-Cola Co (KO) 2.63%  
Lockheed Martin Corp (LMT) 2.59%  
Praxair Inc (PX) 2.52%  
Honeywell International Inc (HON) 2.52%  
Cardinal Health Inc (CAH) 2.52%