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Vanguard - Qualified dividend income year-to-date estimates

Investment Products  »  Tax Center  »  Qualified Dividend Income — 2014 Year-to-Date Estimates

 

Qualified dividend income—2014 year-to-date estimates

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The tables below show the year-to-date estimates of the percentage of Vanguard funds' net income eligible for reduced tax rates as "qualified dividend income" (QDI) under the Jobs and Growth Tax Relief Reconciliation Act of 2003.

These estimates are determined only at the fund level—not for each share class. The 2014 year-end percentages could be different, so be cautious about taking any actions based on these figures. Note that these estimates show percentages only, and give no indication about the amount of dividends that each fund will distribute. Equity and balanced funds are likely to distribute QDI to shareholders; money market and bond funds will not distribute QDI.

Vanguard funds with declared QDI information              (as of 03/2014)
Share class: 

About Share Classes

Vanguard® multiple share classes offer added value by reducing our already low fund-management costs even more for retirement plan sponsors, endowments, foundations, trusts, and other institutional clients with qualifying accounts.

Investor shares

Vanguard's low-cost fund lineup begins with our trademark Investor shares. With the lowest average expense ratios in the industry, low initial investment amounts, and no tenure requirements, institutional clients can select from a vast array of mutual funds to build diversified portfolios.

Signal™ shares

Signal shares are available for a number of Vanguard's index funds. They offer lower expense ratios than Investor shares to institutional clients who meet certain criteria. The minimum initial investment varies depending on the type of institution and relationship with Vanguard.

Admiral™ shares

Admiral shares reward clients who have large and long-standing accounts with expense ratios that are up to 25% lower than traditional Investor shares.

Institutional and Institutional Plus shares

Institutional Shares are designed for companies, retirement plans, endowments, foundations, trusts, and other organizations and individuals with large account balances. Funds in this share class charge the lowest expense ratios of Vanguard's share classes but require larger minimum investment amounts. Institutional Fund/Shares and Institutional Plus shares require larger minimum investment amounts, yet they offer lower expense ratios than standard Institutional Shares.

 Investor  |  Admiral™  |  Signal®  |  Institutional  |  ETFs  |  All
Fund Name Year-to-Date QDI Percentages
Vanguard 500 Index Fund Investor Shares 100.00%
Vanguard Balanced Index Fund Investor Shares 53.95%
Vanguard Capital Opportunity Fund Investor Shares 100.00%
Vanguard Capital Value Fund 100.00%
Vanguard Convertible Securities Fund 0.00%
Vanguard Developed Markets Index Fund Investor Shares 100.00%
Vanguard Diversified Equity Fund 100.00%
Vanguard Dividend Appreciation Index Fund Investor Shares 100.00%
Vanguard Dividend Growth Fund 100.00%
Vanguard Emerging Markets Stock Index Fund Investor Shares 59.83%
Vanguard Emerging Markets Select Stock Fund 100.00%
Vanguard Energy Fund Investor Shares 92.79%
Vanguard Equity Income Fund Investor Shares 100.00%
Vanguard European Stock Index Fund Investor Shares 100.00%
Vanguard Explorer Fund Investor Shares 100.00%
Vanguard Explorer Value Fund 67.80%
Vanguard Extended Market Index Fund Investor Shares 65.11%
Vanguard FTSE All-World ex-US Index Fund Investor Shares 92.64%
Fund Name Year-to-Date QDI Percentages
Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 60.12%
Vanguard FTSE Social Index Fund Investor Shares 100.00%
Vanguard Global ex-U.S. Real Estate Index Fund Investor Shares 28.80%
Vanguard Global Equity Fund 100.00%
Vanguard Global Minimum Volatility Fund Investor Shares 69.88%
Vanguard Growth and Income Fund Investor Shares 100.00%
Vanguard Growth Index Fund Investor Shares 100.00%
Vanguard Health Care Fund Investor Shares 100.00%
Vanguard High Dividend Yield Index Fund Investor Shares 100.00%
Vanguard International Growth Fund Investor Shares 100.00%
Vanguard International Value Fund 100.00%
Vanguard International Explorer Fund 100.00%
Vanguard Large-Cap Index Fund Investor Shares 100.00%
Vanguard LifeStrategy Conservative Growth Fund 41.95%
Vanguard LifeStrategy Growth Fund 79.50%
Vanguard LifeStrategy Income Fund 21.57%
Vanguard LifeStrategy Moderate Growth Fund 61.24%
Vanguard Managed Payout Fund 68.50%
Fund Name Year-to-Date QDI Percentages
Vanguard Market Neutral Fund Investor Shares 100.00%
Vanguard Mid-Cap Growth Fund 100.00%
Vanguard Mid-Cap Growth Index Fund Investor Shares 100.00%
Vanguard Mid-Cap Index Fund Investor Shares 100.00%
Vanguard Mid-Cap Value Index Fund Investor Shares 100.00%
Vanguard Morgan Growth Fund Investor Shares 100.00%
Vanguard Pacific Stock Index Fund Investor Shares 81.65%
Vanguard Precious Metals and Mining Fund 100.00%
Vanguard PRIMECAP Core Fund 100.00%
Vanguard PRIMECAP Fund Investor Shares 100.00%
Vanguard REIT Index Fund Investor Shares 0.00%
Vanguard Selected Value Fund 100.00%
Vanguard Small-Cap Growth Index Fund Investor Shares 65.67%
Vanguard Small-Cap Index Fund Investor Shares 61.35%
Vanguard Small-Cap Value Index Fund 60.97%
Vanguard STAR Fund 47.60%
Vanguard Strategic Equity Fund 100.00%
Vanguard Strategic Small-Cap Equity Fund 90.23%
Fund Name Year-to-Date QDI Percentages
Vanguard Target Retirement 2010 Fund 47.06%
Vanguard Target Retirement 2015 Fund 57.71%
Vanguard Target Retirement 2020 Fund 62.84%
Vanguard Target Retirement 2025 Fund 69.83%
Vanguard Target Retirement 2030 Fund 76.68%
Vanguard Target Retirement 2035 Fund 83.40%
Vanguard Target Retirement 2040 Fund 88.39%
Vanguard Target Retirement 2045 Fund 88.39%
Vanguard Target Retirement 2050 Fund 88.36%
Vanguard Target Retirement 2055 Fund 88.38%
Vanguard Target Retirement 2060 Fund 88.34%
Vanguard Target Retirement Income Fund 38.59%
Vanguard Total International Stock Index Fund Investor Shares 92.14%
Vanguard Total Stock Market Index Fund Investor Shares 100.00%
Vanguard Total World Stock Index Fund Investor Shares 100.00%
Vanguard U.S. Growth Fund Investor Shares 100.00%
Vanguard U.S. Value Fund 100.00%
Vanguard Value Index Fund Investor Shares 100.00%
Fund Name Year-to-Date QDI Percentages
Vanguard Wellesley Income Fund Investor Shares 47.80%
Vanguard Wellington Fund Investor Shares 61.11%
Vanguard Windsor Fund Investor Shares 100.00%
Vanguard Windsor II Fund Investor Shares 100.00%
     

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