Morningstar

Vanguard Advice Select Dividend Growth Fund Admiral Shares VADGX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $33.23  /  +0.12 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.360%
  • Net Expense Ratio 0.360%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.06%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis VADGX

Will VADGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VADGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VADGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VADGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard Advice Select Dividend Gr Admrl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VADGX

More VADGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.25 69M
Technology

Eli Lilly and Co

5.67 63M
Healthcare

Microsoft Corp

4.91 54M
Technology

Mastercard Inc Class A

4.31 48M
Financial Services

Texas Instruments Inc

3.84 42M
Technology

KLA Corp

3.59 40M
Technology

Visa Inc Class A

3.37 37M
Financial Services

Linde PLC

3.34 37M
Basic Materials

The Home Depot Inc

3.22 36M
Consumer Cyclical

Wells Fargo & Co

3.12 34M
Financial Services

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