25 Best Vanguard Mutual Funds 2013

The 25 best Vanguard mutual funds 2013 are Vanguard Dividend Growth Fund, Vanguard Equity-Income, Vanguard Wellesley Income, Vanguard Target Retirement 2010, etc.

Top Vanguard Mutual Funds

Vanguard 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.

25 Best Vanguard Mutual Funds 2013The 25 best Vanguard Mutual Funds for 2013 are:
  1. Vanguard Dividend Growth Fund
  2. Vanguard Energy Fund
  3. Vanguard Dividend Appreciation Index Fund
  4. Vanguard Equity-Income Fund
  5. Vanguard Wellesley Income Fund
  6. Vanguard Target Retirement Income Fund
  7. Vanguard Wellington Fund
  8. Vanguard High-Yield Tax-Exempt Fund
  9. Vanguard Health Care Fund
  10. Vanguard Balanced Index Fund
  11. Vanguard PRIMECAP Fund
  12. Vanguard Selected Value Fund
  13. Vanguard Target Retirement 2010 Fund
  14. Vanguard Target Retirement 2015 Fund
  15. Vanguard Target Retirement 2035 Fund
  16. Vanguard Target Retirement 2040 Fund
  17. Vanguard Target Retirement 2045 Fund
  18. Vanguard Target Retirement 2050 Fund
  19. Vanguard PRIMECAP Core Fund
  20. Vanguard High Dividend Yield Index Fund
  21. Vanguard Short-Term Federal Fund
  22. Vanguard 500 Index Fund
  23. Vanguard GNMA Fund
  24. Vanguard Short-Term Bond Index Fund
  25. Vanguard Convertible Securities Fund
Updated on 1/19/2013

Vanguard Dividend Growth Fund (VDIGX)

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).

MoreBest 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 Funds

As 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)

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.

MoreTop 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.

Vanguard Convertible Securities Fund (VCVSX)

The Vanguard Convertible Securities fund aim is to provide income and long term capital growth. It utilizes its assets to invest in U.S. and foreign convertible securities. The total assets are $1.6 billion. Its yield is 3.70%. It is introduced to investors on June 16, 1986. The expense ratio is 0.59% per year.

Disclosure: No Position

Fund Information

NoFund DescriptionTickerCategoryRatingRiskAssets (M)
1Vanguard Dividend Growth InvVDIGXLarge Blend5111752.69
2Vanguard Energy InvVGENXEquity Energy515117.83
3Vanguard Dividend Appreciation Idx InvVDAIXLarge Blend512575.46
4Vanguard Equity-Income InvVEIPXLarge Value523965.56
5Vanguard Wellesley Income InvVWINXConservative Allocation5211647.46
6Vanguard Target Retirement Income InvVTINXRetirement Income529711.18
7Vanguard Wellington InvVWELXModerate Allocation5326746.17
8Vanguard High-Yield Tax-ExemptVWAHXMuni National Interm551606.11
9Vanguard Health Care InvVGHCXHealth418142.7
10Vanguard Balanced Index InvVBINXModerate Allocation422843.97
11Vanguard PRIMECAP InvVPMCXLarge Growth4213239.09
12Vanguard Selected Value InvVASVXMid-Cap Value424398.41
13Vanguard Target Retirement 2010 InvVTENXTarget Date 2000-2010426434.89
14Vanguard Target Retirement 2015 InvVTXVXTarget Date 2011-20154217622.92
15Vanguard Target Retirement 2035 InvVTTHXTarget Date 2031-20354215217.68
16Vanguard Target Retirement 2040 InvVFORXTarget Date 2036-2040428797.27
17Vanguard Target Retirement 2045 InvVTIVXTarget Date 2041-2045428758
18Vanguard Target Retirement 2050 InvVFIFXTarget Date 2046-2050423819.9
19Vanguard PRIMECAP Core InvVPCCXLarge Growth424651.72
20Vanguard High Dividend Yield Index InvVHDYXLarge Value421655.27
21Vanguard Short-Term Federal InvVSGBXShort Government431999.17
22Vanguard 500 Index InvVFINXLarge Blend4324821.37
23Vanguard GNMA InvVFIIXIntermediate Government4314099.65
24Vanguard Short-Term Bond Index InvVBISXShort-Term Bond433184.96
25Vanguard Convertible Securities InvVCVSXConvertibles431635.8