Vanguard Dividend Growth Fund Investor Shares

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

Performance

Trailing returns

1 day
   
-0.47%  
1 week
   
-0.86%  
4 week   +0.30%
   
3 month   +8.00%
   
YTD   +3.76%
   
1 year   +4.61%
   
3 years*   +10.61%
   
5 years*   +11.75%
   
*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 assets28.40B 
Front load-  
Deferred load-  
Expense ratio0.32%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash2.92%  
Stocks97.08%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$1  
IRA Initial$3,000  
23.18-0.11(-0.47%)
May 2, 8:00PM EDT 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* 2.97 1.40 2.69 2.56
Beta* 0.85 0.87 0.81 0.80
Mean annual return 0.44 0.98 1.02 0.76
R-squared* 93.98 93.72 92.70 95.00
Standard deviation 12.86 10.24 10.27 12.58
Sharpe ratio 0.40 1.14 1.18 0.64
* Against standard index

Top 10 holdings

Security Net Assets  
Microsoft Corp (MSFT) 3.12%  
United Parcel Service Inc (UPS) Class B (UPS) 2.92%  
TJX Companies Inc (TJX) 2.79%  
Honeywell International Inc (HON) 2.75%  
Colgate-Palmolive Co (CL) 2.74%  
ACE Ltd (CB) 2.74%  
Cardinal Health Inc (CAH) 2.65%  
UnitedHealth Group Inc (UNH) 2.62%  
McDonald's Corp (MCD) 2.62%  
Johnson & Johnson (JNJ) 2.52%