Vanguard Dividend Growth Fund Investor Shares

 (MUTF:VDIGX)   Watch this mutual fund  
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Trailing returns

1 day   +0.07%
1 week   +0.19%
4 week
3 month   +1.01%
YTD   +1.13%
1 year   +12.83%
3 years*   +10.16%
5 years*   +12.19%
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 Above Average Low
Overall Above Average Low
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets32.94B 
Front load-  
Deferred load-  
Expense ratio0.30%  
Management fee-  
Fund familyVanguard 

Asset allocation


Purchase information

Mar 15, 8:00PM EDT 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* -3.07 -0.68 -0.33 1.66
Beta* 0.98 0.87 0.89 0.81
Mean annual return 1.06 0.75 1.04 0.85
R-squared* 89.72 89.54 91.09 94.34
Standard deviation 7.81 9.34 9.12 12.45
Sharpe ratio 1.48 0.91 1.32 0.79
* Against standard index

Top 10 holdings

Security Net Assets  
Nike Inc B (NKE) 3.89%  
Microsoft Corp (MSFT) 3.74%  
Chubb Ltd (CB) 2.97%  
Union Pacific Corp (UNP) 2.81%  
Accenture PLC A (ACN) 2.79%  
United Parcel Service Inc Class B (UPS) 2.78%  
Canadian National Railway Co (CNR) 2.68%  
Costco Wholesale Corp (COST) 2.68%  
Diageo PLC (DGE) 2.62%  
Colgate-Palmolive Co (CL) 2.57%