Vanguard Dividend Appreciation ETF (VIG) Review
This Vanguard Dividend Appreciation ETF (VIG) Review will take a close look at this mutual fund and report on the facts so you can decide if you wish to make an investment in this fund. This is a large cap blend fund that only invests in companies that have 10 consecutive years of paying increasing dividends to its shareholders.
There are a total of 142 stocks in this fund with the top ten holding 39.3% of the fund’s assets. The top sectors where this fund has assets in are Consumer Staples with 25.50%, Industrials at 18.80% and Consumer Discretionary at 12.00%.
The annual return of this fund as reported on March, 31, 2010 was 41.37% for one year and its YTD return is 6.89% as of April 28, 2010. The manager of this fund has been Ryan Ludt since 2006 with an advisory group of the Quantitative Equity Group to assist that has an expense ratio of 0.24%.
The volatility measures of this fund are a Beta at 0.78, an R squared of 0.93 and a standard deviation of 16.98. This is considered a below average risk fund with above average returns and is rated by Morningstar with 5 stars for the past three years.
Investors in Vanguard funds might chose this fund if they seek long term growth of capital and income from a fund. The deciding factor is that strong dividends equate to a good performing fund and sound investment. This is an investment that could take 5 years before the investor sees its worth.
The Vanguard Dividend Appreciation ETF (VIG) Review shows a conservative approach to investing for the long term.
For more reference about investments from Vanguard on this site please view Vanguard Target Retirement Funds.
For a resource about ETF”s, please view Inverse ETFs which is one our sister site of ETFinvestingblog.com.
Even further resources about mutual funds and other investments from Fidelity on another sister site of ours is mutualfundexplorer.com please view Fidelity Small Cap Value Fund (FCPVX).
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember the bigger the risk, the larger the reward or loss. Invest with caution.