Vanguard Dividend Growth Fund Investor Shares (VDIGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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.


1 month-2.90% 3 years+16.24%
3 months0.00% 5 years+14.14%
1 year+11.73% Since inception+8.25%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.14%+14.10%
Expense ratio0.31%1.15%
Risk 5 year sharpe ratio1.331.03
Net assets$21.9B$3.5B
Average market cap$81.3B$97.7B
Average P/E18.918.0
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Kilbride / 8 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock83.64%
International stock14.51%
Fixed income1.85%
Top 5 Sectors
Portfolio weighting
Healthcare 15.74%
Consumer service 15.45%
Industrial materials 15.12%
Business service 12.51%
Energy 12.27%
Top 10 Holdings
Portfolio weighting
UPS United Parcel Service Inc (UPS) Class B3.02%
UNH UnitedHealth Group Inc2.85%
-- BG Group PLC2.75%
WMT Wal-Mart Stores Inc2.71%
LMT Lockheed Martin Corp2.66%
TJX TJX Companies2.64%
MDT Medtronic Inc2.56%
JNJ Johnson & Johnson2.55%
PX Praxair Inc2.52%
CVX Chevron Corp2.52%

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