3 / 5 Stars
3 4 5 5 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.51 percent over the past year, 12.60 percent over the past three years, and 16.54 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.0%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||N/A|
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Fees are Below Average compared to funds in the same category.
Vanguard Dividend Appreciation Index Fund has an expense ratio of 0.20 percent.
Risk is Low compared to funds in the same category according to Morningstar.