Morningstar

Vanguard Dividend Growth Fund Investor Shares VDIGX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $33.22  /  −0.78 %
  • Fund Size $33.4B
  • Adjusted Expense Ratio 0.200%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 1.29%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis VDIGX

Will VDIGX 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 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.

Subadvisor Wellington has hit the reset button here.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

An abrupt course correction with a new management duo and process drives a downgrade of Wellington Dividend Growth's People and Process ratings to Average from Above Average.

by Todd Trubey
Rated on Published on

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Portfolio Holdings VDIGX

More VDIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.51 2B
Technology

Broadcom Inc

5.26 2B
Technology

Eli Lilly and Co

4.64 2B
Healthcare

JPMorgan Chase & Co

4.60 2B
Financial Services

Mastercard Inc Class A

4.00 1B
Financial Services

Apple Inc

3.74 1B
Technology

Visa Inc Class A

3.32 1B
Financial Services

Merck & Co Inc

3.03 1B
Healthcare

BlackRock Inc

3.00 1B
Financial Services

Amphenol Corp Class A

2.84 947M
Technology

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