Vanguard Dividend Growth Fund Investor Shares

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

Performance

Trailing returns

1 day   +0.37%
   
1 week   +1.84%
   
4 week
   
-3.93%  
3 month
   
-5.93%  
YTD
   
-3.93%  
1 year
   
-1.23%  
3 years*   +10.95%
   
5 years*   +11.14%
   
*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 High Low
10 years High Low
Overall High Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets25.63B 
Front load-  
Deferred load-  
Expense ratio0.32%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.84%  
Stocks96.82%  
Bonds0.00%  
Other2.34%  

Purchase information

Initial$3,000  
Additional$1  
IRA Initial$3,000  
21.24-0.33(-1.53%)
Feb 5, 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* 2.92 1.55 2.59 2.62
Beta* 0.86 0.88 0.81 0.80
Mean annual return 0.26 0.97 0.96 0.74
R-squared* 93.94 93.47 92.33 94.90
Standard deviation 12.69 10.00 10.07 12.48
Sharpe ratio 0.24 1.15 1.14 0.62
* Against standard index

Top 10 holdings

Security Net Assets  
United Parcel Service Inc (UPS) Class B (UPS) 3.26%  
Microsoft Corp (MSFT) 3.06%  
ACE Ltd (CB) 2.79%  
TJX Companies Inc (TJX) 2.78%  
UnitedHealth Group Inc (UNH) 2.74%  
Coca-Cola Co (KO) 2.73%  
Nike Inc Class B (NKE) 2.71%  
Accenture PLC Class A (ACN) 2.61%  
Honeywell International Inc (HON) 2.60%  
Chevron Corp (CVX) 2.57%