The fund invests primarily in stocks that tend to offer current dividends. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time. These stocks typically-but not always-will be large-cap, will be undervalued relative to the market, and will show potential for increasing dividends. The fund seeks to be diversified across industry sectors.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
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Vanguard Specialized Portfolios
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VDIGX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VDIGX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Specialized Portfolios
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Pre-filled with VDIGX's historical average return
Important: This projection uses simplified assumptions based on VDIGX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
FSMDXFidelity Mid Cap Index Fund
FXAIXFidelity 500 Index Fund
VFIAXVanguard 500 Index Fd Admiral S
VINIXVanguard Institutional Index
VDIGX is the ticker symbol for Vanguard Specialized Portfolios, a Large Blend mutual fund managed by Vanguard. The fund invests primarily in stocks that tend to offer current dividends. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time. These stocks typically-but not always-will be large-cap, will be undervalued relative to the market, and will show potential for increasing dividends. The fund seeks to be diversified across industry sectors.
VDIGX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
VDIGX has posted a 1-year return of +30.75%, 3-year return of +22.45%, 5-year return of +15.79%, 10-year return of +350.91%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VDIGX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VDIGX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.