Vanguard Dividend Appreciation Idx Inv
PO Box 2600
Map
Phone: 800-662-6273
| Category: | Large Blend | | Fund Family: | Vanguard | | Net Assets: | 362.97M | | Year-to-Date Return: | -25.88% | | Yield: | 2.40% | | Morningstar Rating: | N/A | | Fund Inception Date: | 27-Apr-06 |
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Ryan E. Ludt
Lead Manager since
21-Apr-06 | | | Ludt is a portfolio manager with Vanguard, his employer since 1997. He is Principal of Vanguard. Ludt has managed stock portfolios since 2000 and has managed the fund since its inception. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $3,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to track the performance of the Mergent Dividend Achievers Select index. The fund attempts to replicate the target index by investing all, or substantially all, of assets in the stocks that make up the index, holding each stock in approximately the same proportion as weighting in the index. The index measures the investment return of common stocks of companies that have a record of increasing dividends over time. |
| Last Dividend
(23-Sep-08):
| 0.10 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 71.85% |
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| Expense | VDAIX | Category
Avg | | Total Expense Ratio: | 0.40%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$128 | $572 | | 5 Yr Expense Projection*: |
$224 | $876 | | 10 Yr Expense Projection*: |
$505 | $2,504 |
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2.63% Nasdaq 0.00%
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