Vanguard Dividend Growth Inv (VDIGX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Dividend Growth Inv (VDIGX) Fund

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Fund Manager - Donald J. Kilbride

Fund Manager Information

Fund Manager Tenure: 12.6 years
Fund Family: Vanguard
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8) (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),
Kilbride is vice president of Wellington Management Company, LLP. He has worked in investment management since 1996 and has been with Wellington Management since 2002. Get more insights on Donald J. Kilbride

Vanguard Dividend Growth Inv Fund (VDIGX) Profile

Fund Profile and Description

Vanguard Dividend Growth Inv Fund seeks to provide a growing stream of income over time and, secondarily, long-term capital appreciation and current income. Vanguard Dividend Growth Inv 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.

What we like about Vanguard Dividend Growth Inv (VDIGX) Fund

Data for Vanguard Dividend Growth Inv Fund (VDIGX) as of May 30, 2016

Vanguard Dividend Growth Inv Fund (VDIGX) management has been with Vanguard Dividend Growth Inv Fund for 12.6 years
Vanguard Dividend Growth Inv Fund (VDIGX) has good short-term performance (1-year return 4.98% vs -1.15% Large Blend category median performance)
Vanguard Dividend Growth Inv Fund (VDIGX) has good mid-term performance (3-year return 10.65% vs 9.43% Large Blend category median performance)
Vanguard Dividend Growth Inv Fund (VDIGX) has good Long-term performance (5-year return 11.73% vs 10.15% Large Blend category median performance)
Vanguard Dividend Growth Inv Fund (VDIGX) ratio of up-years vs down years is greater than 2
Vanguard Dividend Growth Inv Fund (VDIGX) has a Morningstar rating of 4 and above
Asset base in Vanguard Dividend Growth Inv Fund (VDIGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
Vanguard Dividend Growth Inv Fund (VDIGX) has an annual stock turnover rate of 26.00% vs Large Blend average of 53.12%. It is good that Vanguard Dividend Growth Inv management does not trade extensively for its return.
Vanguard Dividend Growth Inv Fund (VDIGX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.16, lower than category average of 11.67
Vanguard Dividend Growth Inv Fund (VDIGX) has a lower expense ratio than its Large Blend average: 0.33% vs 1.02%
Vanguard Dividend Growth Inv Fund (VDIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Vanguard Dividend Growth Inv (VDIGX) Fund

Data for Vanguard Dividend Growth Inv Fund (VDIGX) as of May 30, 2016

See Vanguard Dividend Growth Inv Fund (VDIGX) performance details as of May 30, 2016

What do you think?

Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Vanguard Dividend Growth Inv	3.98	4.98	10.65	11.73
Bright Rock Quality Large Cap Instl (BQLCX)	7.75	5.98	10.46	11.67	Compare
Fidelity Spartan Total Market Index F (FFSMX)	3.37	0.14	10.45	11.10	Compare
Voya Russell Large Cap Index Port S2 (IRLUX)	2.55	1.29	10.39	11.09	Compare

See top fund managers for Large Blend Category Funds

Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)	3.23%	4.23%	10.80%
ProShares Large Cap Core Plus (CSM)	4.27%	2.27%	11.72%
iShares Russell Top 200 (IWL)	2.28%	1.75%	11.00%
Vanguard Mega Cap ETF (MGC)	3.22%	1.57%	10.85%
iShares Core S&P 500 (IVV)	3.54%	1.57%	10.97%

Vanguard Dividend Growth Inv (VDIGX) Fund Net Asset

Track net asset change of Vanguard Dividend Growth Inv fund (VDIGX)

Date	Net Asset
05/2016	$29.62B
03/2016	$28.40B
02/2016	$26.09B

More historic net asset information on Vanguard Dividend Growth Inv Fund (VDIGX)

Vanguard Dividend Growth Inv (VDIGX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Dividend Growth Inv fund (VDIGX)

Date	Cash	Stock	Bond	Other
03/2016	0.34%	96.68%	0%	2.98%
12/2015	2.92%	97.08%	0%	0%
09/2015	0.84%	96.82%	0%	2.34%

Click here to see more historic asset allocation information on Vanguard Dividend Growth Inv Fund (VDIGX)

Top 10 Holdings in Vanguard Dividend Growth Inv (VDIGX) Fund

Discover what Vanguard Dividend Growth Inv Fund (VDIGX) manager is buying

Mar 30, 2016

Microsoft Corporation [3.31%]
United Parcel Service, Inc. Com [3.15%]
Costco Wholesale Corporation [3.01%]
Nike, Inc. Common Stock [2.93%]
TJX Companies, Inc. (The) Commo [2.74%]
Colgate-Palmolive Company Commo [2.74%]
Accenture plc Class A Ordinary [2.73%]
D/B/A Chubb Limited New Common [2.68%]
Marsh & McLennan Companies, Inc [2.68%]
Honeywell International Inc. Co [2.67%]

Dec 30, 2015

Microsoft Corporation [3.12%]
United Parcel Service, Inc. Com [2.92%]
TJX Companies, Inc. (The) Commo [2.79%]
Honeywell International Inc. Co [2.75%]
D/B/A Chubb Limited New Common [2.74%]
Colgate-Palmolive Company Commo [2.74%]
Cardinal Health, Inc. Common St [2.65%]
UnitedHealth Group Incorporated [2.62%]
Johnson & Johnson Common Stock [2.52%]

Sep 29, 2015

United Parcel Service, Inc. Com [3.26%]
Microsoft Corporation [3.06%]
Ace Limited Common Stock [2.79%]
TJX Companies, Inc. (The) Commo [2.78%]
UnitedHealth Group Incorporated [2.74%]
Coca-Cola Company (The) Common [2.73%]
Nike, Inc. Common Stock [2.71%]
Accenture plc. Class A Ordinary [2.61%]
Honeywell International Inc. Co [2.6%]
Chevron Corporation Common Stoc [2.57%]

Click here for Stock Holding Change Map in Vanguard Dividend Growth Inv Fund (VDIGX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.