Vanguard Dividend Growth Fund Investor Shares

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

Performance

Trailing returns

1 day
   
-0.04%  
1 week   +0.90%
   
4 week   +3.78%
   
3 month   +6.84%
   
YTD   +5.51%
   
1 year   +15.30%
   
3 years*   +9.66%
   
5 years*   +12.64%
   
*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 Below Average Low
10 years High Low
Overall Above Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets30.63B 
Front load-  
Deferred load-  
Expense ratio0.33%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.00%  
Stocks98.75%  
Bonds0.00%  
Other1.26%  

Purchase information

Initial$3,000  
Additional$1  
24.72-0.01(-0.04%)
Feb 21, 7:00PM EST 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* -4.18 0.02 -0.02 1.83
Beta* 0.85 0.85 0.86 0.80
Mean annual return 0.97 0.78 0.99 0.70
R-squared* 84.91 90.93 92.19 94.69
Standard deviation 7.34 9.37 9.22 12.58
Sharpe ratio 1.54 0.98 1.28 0.61
* Against standard index

Top 10 holdings

Security Net Assets  
Nike Inc B (NKE) 3.73%  
Costco Wholesale Corp (COST) 3.72%  
Microsoft Corp (MSFT) 3.62%  
United Parcel Service Inc Class B (UPS) 2.94%  
Chubb Ltd (CB) 2.79%  
Automatic Data Processing Inc (ADP) 2.68%  
Cardinal Health Inc (CAH) 2.61%  
Coca-Cola Co (KO) 2.55%  
Visa Inc Class A (V) 2.52%  
Colgate-Palmolive Co (CL) 2.51%