Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VDIGX Insights | VDIGX Score | VDIGX Performance | VDIGX News | VDIGX Allocation | VDIGX Holdings Change

Vanguard Dividend Growth Inv (VDIGX) Fund Ranking and Research

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

    Last Trade: $ on , Change: (0%)

 

Graph of Vanguard Dividend Growth Inv Fund (VDIGX) ManagerFund Manager - Donald J. Kilbride

Fund Manager Information

Fund Manager Tenure: 11.8 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

 

Graph of Vanguard Dividend Growth Inv Fund (VDIGX) ProfileVanguard 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.

 

Vanguard Dividend Growth Inv (VDIGX) Fund Strength 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 11.8 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

Vanguard Dividend Growth Inv Fund (VDIGX) Weakness 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 Vanguard Dividend Growth Inv Fund (VDIGX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Dividend Growth Inv3.984.9810.6511.73
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Vanguard Dividend Growth Inv Fund (VDIGX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree 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%

 

Graph of Vanguard Dividend Growth Inv Fund (VDIGX) Net Asset TrackingVanguard Dividend Growth Inv (VDIGX) Fund Net Asset

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

DateNet 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)

  

Graph of Vanguard Dividend Growth Inv Fund (VDIGX) Portfolio TrackingVanguard Dividend Growth Inv (VDIGX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20160.34%96.68%0%2.98%
12/20152.92%97.08%0%0%
09/20150.84%96.82%0%2.34%
Click here to see more historic asset allocation information on Vanguard Dividend Growth Inv Fund (VDIGX)

 

graph of Vanguard Dividend Growth Inv Fund (VDIGX) Top 10 Position TrackingTop 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)

  

Latest News on Vanguard Dividend Growth Inv (VDIGX) Fund

See what is happening with Vanguard Dividend Growth Inv Fund (VDIGX)

 

Vanguard Dividend Growth Inv Fund (VDIGX) Related ResourcesSee more information on Vanguard Dividend Growth Inv (VDIGX) Fund

Popular pages on Vanguard Dividend Growth Inv (VDIGX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update