Vanguard Dividend Growth Fund Investor Shares

 (MUTF:VDIGX)   Watch this mutual fund  
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Trailing returns

1 day   +1.67%
1 week
4 week
3 month   +2.43%
YTD   +9.85%
1 year   +14.57%
3 years*   +17.95%
5 years*   +14.45%
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 Average Low
10 years High Low
Overall Above Average Low
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets23.39B 
Front load-  
Deferred load-  
Expense ratio0.31%  
Management fee-  
Fund familyVanguard 

Asset allocation


Purchase information

AIP Initial$0  
AIP Additional$100  
Dec 19, 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* -2.41 0.30 1.82 2.44
Beta* 1.00 0.87 0.81 0.80
Mean annual return 1.14 1.44 1.21 0.82
R-squared* 92.75 91.58 94.04 94.88
Standard deviation 8.59 8.20 10.79 12.02
Sharpe ratio 1.59 2.10 1.34 0.69
* 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%