Vanguard Dividend Growth Fund Investor Shares

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


Trailing returns

1 day
1 week   +1.65%
4 week   +0.34%
3 month   +6.93%
YTD   +4.14%
1 year   +4.24%
3 years*   +15.74%
5 years*   +14.31%
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 assets25.94B 
Front load-  
Deferred load-  
Expense ratio0.32%  
Management fee-  
Fund familyVanguard 

Asset allocation


Purchase information

IRA Initial$3,000  
Nov 23, 4:00PM EST 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* 1.27 0.37 2.15 2.54
Beta* 0.91 0.92 0.82 0.80
Mean annual return 0.56 1.23 1.14 0.82
R-squared* 95.20 94.07 92.48 94.92
Standard deviation 12.82 9.96 10.12 12.46
Sharpe ratio 0.52 1.48 1.35 0.69
* 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 (ACE) 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%