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-1.80% 3 years+14.79%
3 months+0.28% 5 years+13.83%
1 year+9.79% Since inception+8.44%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.83%+13.88%
Expense ratio0.31%1.14%
Risk 5 year sharpe ratio1.361.07
Net assets$24.4B$3.9B
Average market cap$86.8B$102.1B
Average P/E19.418.1
Portfolio turnover18%18%

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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


U.S. stock84.01%
International stock13.11%
Fixed income1.90%
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 UPS3.08%
TJX TJX Companies Inc2.88%
UNH UnitedHealth2.82%
LMT Lockheed Martin2.55%
ACE ACE Ltd2.54%
CAH Cardinal Health Inc2.53%
WMT Wal-Mart2.53%
PX Praxair Inc2.52%
ACN Accenture2.48%
NKE Nike2.46%

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