The following is our latest Fund Analyst Report for Vanguard Dividend Appreciation Index (VDADX)
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Vanguard Dividend Appreciation Index focuses on quality franchises that have reliably increased the amount of cash they give back to shareholders over time. Its stringent selection criteria yield a portfolio that balances income, capital appreciation, and risk. Its low fee gives it a durable edge versus its large-blend Morningstar Category peers and a low hurdle to clear toward beating its category index. Under our enhanced rating methodology, which places greater emphasis on fees, both U.S. share classes of the fund earned a Morningstar Analyst Rating upgrade to Gold from Silver, while the Canadian share class
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Who doesn t love dividends? Retirees and other investors who need to meet ongoing obligations with their savings benefit from steady inflows of cash. And investors still in accumulation mode can reinvest dividends, further nourishing the future value and earning power of their portfolios.
Dividends are typically an indication that a business is established and financially healthy enough to return cash to shareholders. Dividends also force management to be focused on the long term and disciplined with their capital allocation decisions: After a company declares a dividend, it usually tries very hard to avoid cutting the payout, even during lean times. A dividend cut is a signal that a company s earnings are weakening, which will lead many investors to dump the shares.
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Editor s note: This article is part of our Women and Investing special report.
ARK Invest CEO Cathie Wood (and her hot investing hand) has become a financial media favorite this year and investors seem equally impressed: Her ARK family of funds is raking in oodles of money, in some instances to the tune of $1 billion per day. Similarly, Bumble (BMBL) founder Whitney Wolfe Heard made headlines this year as the youngest female CEO to take a company public in the United States.
Of course, buying a stock simply because the company s CEO is a woman doesn t make any more investment sense than buying a stock simply because the company s CEO is a man. Instead, you want to examine fundamentals, consider valuation, and apply whatever other investment metrics matter to you before buying. Moreover, CEOs come and go. That female-led company may be managed by a man -and vice versa soon enough.