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VDIGX - Why so bad the last few years?

Posted on 5/31/26 at 8:40 pm
Posted by Zachary
Member since Jan 2007
1992 posts
Posted on 5/31/26 at 8:40 pm
I figured there may be an obvious answer the more investment-savvy on here might offer.
Thank you.
Posted by bovine1
Member since Dec 2004
1376 posts
Posted on 6/1/26 at 7:59 am to
Check out their portfolio on Morningstar. Overweighted in financials and healthcare compared to their peer group funds. Underweighted in technology and largest holdings are Microsoft and Apple. No AI among top 10 holdings. Check out the performance page on Morningstar. This fund is in the bottom 10% of its category for the last 15 years. I'd look elsewhere.
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