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Vanguard Dividend Growth Fund Investor Shares (VDIGX)

21.77
Net Asset Value
-0.82%
1 Day
-5.72%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.32%
Expense Ratio
Low
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.

Performance

1 month-4.57% 3 years+13.16%
3 months-4.68% 5 years+14.76%
1 year+2.43% Since inception+8.32%
Data through --

Peer Comparisonvs. Large blend

 VDIGXCategory
Performance 5-yr return+14.76%+15.84%
Expense ratio0.32%1.10%
Risk 5 year sharpe ratio1.521.17
Net assets$25.4B$3.8B
Average market cap$89.0B$94.6B
Average P/E19.218.7
Portfolio turnover23%23%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Kilbride / 9 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00

Holdings

U.S. stock87.52%
International stock10.25%
Fixed income1.66%
Cash0.57%
Other0.00%
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 UPS3.21%
MSFT Microsoft2.92%
UNH UnitedHealth2.90%
TJX TJX Companies Inc2.87%
HON Honeywell2.74%
NKE Nike2.69%
ACE ACE Ltd2.68%
ACN Accenture2.60%
KO Coca-Cola2.60%
PX Praxair Inc2.49%

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