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Morningstar

Vanguard Dividend Growth Inv VDIGX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 34.72  /  0.75 %
  • Total Assets 53.2 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.62%
  • Turnover 11%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:22 PM GMT+0

Morningstar’s Analysis VDIGX

Will VDIGX outperform in 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 VDIGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VDIGX 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 VDIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Year-end manager change doesn’t tarnish this strategy’s shine.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

Vanguard Dividend Growth's upcoming shift to a qualified comanager who is well-versed in the strategy's time-tested approach keeps its Morningstar Analyst Rating at Gold.

by Paul Ruppe
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VDIGX

More VDIGX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 42
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TJX Companies Inc

3.76
1,973,755,815
Consumer Cyclical

Stryker Corp

3.76
1,971,180,912
Healthcare

UnitedHealth Group Inc

3.57
1,874,850,541
Healthcare

Microsoft Corp

3.53
1,850,547,248
Technology

Nike Inc Class B

3.39
1,775,840,322
Consumer Cyclical

McDonald's Corp

3.20
1,676,786,498
Consumer Cyclical

Honeywell International Inc

3.17
1,662,307,864
Industrials

Colgate-Palmolive Co

3.04
1,596,339,682
Consumer Defensive

Northrop Grumman Corp

3.02
1,583,881,979
Industrials

Linde PLC

3.01
1,579,204,636
Basic Materials