“The fund’s tilt toward more-stable stocks has helped it shine during market downturns. Its drawdown during the bear market from October 2007 through March 2009 measured 46% compared with 55% for the Russell 1000 Index. And its tilt toward profitable names is evident in its portfolio composition,” according to Morningstar.
VIG’s largest sector weight is 32.30% to industrials. Consumer services and healthcare stocks combine for almost a third of the fund’s weight. VIG charges 0.08% per year, or $8 on a $10,000 investment, making it cheaper than 92% of competing strategies, according to Vanguard data.
Morningstar has a Gold rating on VIG.
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