Vanguard Dividend Growth Fund Investor Shares

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

Performance

Trailing returns

1 day
   
-1.07%  
1 week   +0.30%
   
4 week
   
-1.45%  
3 month   +5.17%
   
YTD
   
-0.09%  
1 year   +16.38%
   
3 years*   +16.51%
   
5 years*   +14.93%
   
*annualized
Best 3 month return+19.77%  
Worst 3 month return-22.58%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Below Average 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 assets23.44B 
Front load-  
Deferred load-  
Expense ratio0.31%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash3.41%  
Stocks96.59%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
AIP Initial$0  
AIP Additional$100  
22.88+0.18(0.79%)
Jan 29, 4:00PM 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* -1.73 -0.03 1.96 2.40
Beta* 1.01 0.87 0.81 0.80
Mean annual return 0.97 1.38 1.19 0.79
R-squared* 93.04 92.10 94.19 94.86
Standard deviation 8.64 8.24 10.80 12.00
Sharpe ratio 1.34 2.01 1.32 0.66
* Against standard index

Top 10 holdings

Security Net Assets  
United Parcel Service Inc (UPS) Class B (UPS) 2.98%  
Lockheed Martin Corp (LMT) 2.72%  
UnitedHealth Group Inc (UNH) 2.72%  
Wal-Mart Stores Inc (WMT) 2.70%  
Johnson & Johnson (JNJ) 2.49%  
Cardinal Health Inc (CAH) 2.47%  
Microsoft Corp (MSFT) 2.46%  
Merck & Co Inc (MRK) 2.45%  
TJX Companies (TJX) 2.43%  
Chevron Corp (CVX) 2.42%