Top Vanguard Mutual FundsVanguard Group Inc provides ton of options for investing. It offers retirement investing, ETFs, mutual funds, IRAs, 401(k) plan, brokerage, and more. As one of the largest mutual fund providers, it has more than $2.0 trillion in assets. There are more than 130 mutual funds to choose from.
These best Vanguard mutual funds for 2013 are selected based on its performance history and transaction fee. These Vanguard fund doesn’t have a sales load and transaction fee. The funds are ranked with 4 star rating or higher by Morningstar. You may find the fund review below and other fund information.
The 25 best Vanguard Mutual Funds for 2013 are:
- Vanguard Dividend Growth Fund
- Vanguard Energy Fund
- Vanguard Dividend Appreciation Index Fund
- Vanguard Equity-Income Fund
- Vanguard Wellesley Income Fund
- Vanguard Target Retirement Income Fund
- Vanguard Wellington Fund
- Vanguard High-Yield Tax-Exempt Fund
- Vanguard Health Care Fund
- Vanguard Balanced Index Fund
- Vanguard PRIMECAP Fund
- Vanguard Selected Value Fund
- Vanguard Target Retirement 2010 Fund
- Vanguard Target Retirement 2015 Fund
- Vanguard Target Retirement 2035 Fund
- Vanguard Target Retirement 2040 Fund
- Vanguard Target Retirement 2045 Fund
- Vanguard Target Retirement 2050 Fund
- Vanguard PRIMECAP Core Fund
- Vanguard High Dividend Yield Index Fund
- Vanguard Short-Term Federal Fund
- Vanguard 500 Index Fund
- Vanguard GNMA Fund
- Vanguard Short-Term Bond Index Fund
- Vanguard Convertible Securities Fund
Vanguard Dividend Growth Fund (VDIGX)Vanguard Dividend Growth Fund is one of the consistent top performer Vanguard funds. It invests mainly in stocks of high quality companies that provide dividends. Donald J. Kilbride is the fund manager. Its dividend yield is 2.21%. It also has total assets of $11.8 billion. The expense ratio is low, only 0.31%. This large blend mutual fund has low portfolio turnover rate as well, 13%. The fund’s NAV is $17.38 (1/21/2013).
More: Best Vanguard Mutual Funds 2012
Morningstar has ranked with 5 star and gold rating. This best Vanguard mutual fund for 2013 has returned 11.46% over the past 3 year, and 9.14% over the past decade. The minimum initial investment is $3,000 for regular brokerage account and retirement account. The best 1 year total return was occurred in 2009 with 29.2%.
As of January 2013, the top 5 stocks in its assets are: Johnson & Johnson, PepsiCo In, Occidental Petroleum Corp, Exxon Mobil Corp, and Target Corp. The top 3 sectors are consumer discretionary, consumer staples, and energy.
Vanguard High-Yield Tax-Exempt Fund (VWAHX)Vanguard High-Yield Tax-Exempt fund is a top municipal bond mutual fund. It utilizes its portfolio to purchase investment-grade municipal bonds. This bond fund provides tax free interest income from federal personal income tax rate. The fund’s yield is 3.72%. Its fund manager is Mathew M. Kiselak since 2010. The annual expense ratio fee is only 0.20%. It is open to new investors with $3,000 initial investment.
This best Vanguard bond mutual fund has a 5 year average return of 5.81%. Ranked with silver rating, it has its best 1 year total return in 2009 with 20.13%. The top 3 bond sectors are transportation, health, and State & Local General Obligation.
Vanguard 500 Index Fund (VFINX)Vanguard 500 Index Fund is popular among mutual fund investors. This index fund invests mainly in large-capitalization stocks that are part of the S&P 500 index. The dividend yield is 2.05%. Its total net assets are $118 billion. Its expense ratio is only 0.17%. This top domestic stock fund has no sales load and low turnover rate.
Best Mutual FundsAs of January 2013, the top 5 stocks are Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp, and Microsoft Corporation. This best Vanguard mutual fund 2013 has returned 16.02% over the past 1 year, 11.55% over the past 3 year, and 7.16% over the past 10 year.
Vanguard Wellesley Income Fund (VWINX)This Vanguard Wellesley Income Fund invest majority of assets in bonds and stocks. It invests about 60-65% of assets in investment grade corporate bonds, mortgage backed securities, and government bonds. The rest of assets are invested in companies’ common stocks. John C. Keogh and W. Michael Reckmeyer III are the fund managers. It also provides 31.6% dividend yield.
This best conservative allocation mutual fund has a 1 year annualized return of 11.03%. The fund’s shares price is $24.46 (1/21/2013). You can buy the mutual fund online from various brokerages. It is considered as one of the best mutual funds for retirement account as well. You can invest for your 401(k) account or traditional IRA or Roth IRA.
Vanguard Selected Value Fund (VASVX)Vanguard Selected Value Fund is another top ranked Vanguard mutual fund. It uses its assets to buy undervalued stocks of mid-size U.S. companies. The total net assets are $4.4 billion. Its dividend yield is 2.1%. This no load fund has expense ratio of 0.38%. The Morningstar risk is below average.
More: Top Performer Vanguard Mutual Funds July 2012
As of January 2013, this top mid-cap value mutual fund has returned 12.35% over the past 3 year, and 6.98% over the past 5 year. The top 5 stocks are Royal Caribbean Cruises Ltd, XL Group Plc, Fifth Third Bancorp, Discover Financial Services, and Stanley Black & Decker Inc.
Vanguard Target Retirement 2015 Fund (VTXVX)This Vanguard Target Retirement 2015 Fund has $17.6 billion of assets. The holdings turnover rate is only 13%. This target date 2011-2015 mutual fund is considered as a balanced fund. It invests in stocks, bonds, and money market fund. The investment style is large blend. Its expense ratio is only 0.17% per year.
Disclosure: No Position
|No||Fund Description||Ticker||Category||Rating||Risk||Assets (M)|
|1||Vanguard Dividend Growth Inv||VDIGX||Large Blend||5||1||11752.69|
|2||Vanguard Energy Inv||VGENX||Equity Energy||5||1||5117.83|
|3||Vanguard Dividend Appreciation Idx Inv||VDAIX||Large Blend||5||1||2575.46|
|4||Vanguard Equity-Income Inv||VEIPX||Large Value||5||2||3965.56|
|5||Vanguard Wellesley Income Inv||VWINX||Conservative Allocation||5||2||11647.46|
|6||Vanguard Target Retirement Income Inv||VTINX||Retirement Income||5||2||9711.18|
|7||Vanguard Wellington Inv||VWELX||Moderate Allocation||5||3||26746.17|
|8||Vanguard High-Yield Tax-Exempt||VWAHX||Muni National Interm||5||5||1606.11|
|9||Vanguard Health Care Inv||VGHCX||Health||4||1||8142.7|
|10||Vanguard Balanced Index Inv||VBINX||Moderate Allocation||4||2||2843.97|
|11||Vanguard PRIMECAP Inv||VPMCX||Large Growth||4||2||13239.09|
|12||Vanguard Selected Value Inv||VASVX||Mid-Cap Value||4||2||4398.41|
|13||Vanguard Target Retirement 2010 Inv||VTENX||Target Date 2000-2010||4||2||6434.89|
|14||Vanguard Target Retirement 2015 Inv||VTXVX||Target Date 2011-2015||4||2||17622.92|
|15||Vanguard Target Retirement 2035 Inv||VTTHX||Target Date 2031-2035||4||2||15217.68|
|16||Vanguard Target Retirement 2040 Inv||VFORX||Target Date 2036-2040||4||2||8797.27|
|17||Vanguard Target Retirement 2045 Inv||VTIVX||Target Date 2041-2045||4||2||8758|
|18||Vanguard Target Retirement 2050 Inv||VFIFX||Target Date 2046-2050||4||2||3819.9|
|19||Vanguard PRIMECAP Core Inv||VPCCX||Large Growth||4||2||4651.72|
|20||Vanguard High Dividend Yield Index Inv||VHDYX||Large Value||4||2||1655.27|
|21||Vanguard Short-Term Federal Inv||VSGBX||Short Government||4||3||1999.17|
|22||Vanguard 500 Index Inv||VFINX||Large Blend||4||3||24821.37|
|23||Vanguard GNMA Inv||VFIIX||Intermediate Government||4||3||14099.65|
|24||Vanguard Short-Term Bond Index Inv||VBISX||Short-Term Bond||4||3||3184.96|
|25||Vanguard Convertible Securities Inv||VCVSX||Convertibles||4||3||1635.8|