Vanguard Dividend Growth Fund Investor Shares

 (MUTF:VDIGX)   Watch this mutual fund  
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Trailing returns

1 day   +1.64%
1 week   +5.33%
4 week   +4.74%
3 month
1 year   +4.81%
3 years*   +12.59%
5 years*   +13.37%
Best 3 month return+19.77%  
Worst 3 month return-22.58%  

Morningstar statistics

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

Key statistics

Total assets23.92B 
Front load-  
Deferred load-  
Expense ratio0.32%  
Management fee-  
Fund familyVanguard 

Asset allocation


Purchase information

IRA Initial$3,000  
Oct 6, 4:00PM EDT Overall Morningstar RatingTM


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


  1 year 3 years 5 years 10 years  
Alpha* 1.91 0.60 2.04 2.45
Beta* 0.93 0.92 0.81 0.80
Mean annual return 0.16 0.99 1.06 0.74
R-squared* 93.01 93.14 91.85 94.79
Standard deviation 10.66 9.31 9.72 12.29
Sharpe ratio 0.17 1.27 1.31 0.62
* Against standard index

Top 10 holdings

Security Net Assets  
United Parcel Service Inc (UPS) Class B (UPS) 3.21%  
Microsoft Corp (MSFT) 2.92%  
UnitedHealth Group Inc (UNH) 2.90%  
TJX Companies Inc (TJX) 2.87%  
Honeywell International Inc (HON) 2.74%  
Nike Inc Class B (NKE) 2.69%  
ACE Ltd (ACE) 2.68%  
Coca-Cola Co (KO) 2.60%  
Accenture PLC Class A (ACN) 2.60%  
Praxair Inc (PX) 2.49%