Each of Vanguard Equity-Income’s subadvisors has a new lead portfolio manager as of late 2021. Despite short tenures, the managers’ qualifications and straightforward, sensible approaches lead to a Morningstar Analyst Rating of Bronze for the fund’s investor share class and Silver for the cheaper Admiral shares.
- NAV / 1-Day Return 82.08 / 1.32 %
- Total Assets 53.6 Bil
-
Adj. Expense Ratio
0.190%
- Expense Ratio 0.190%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 2.81%
- Turnover 40%
Morningstar’s Analysis VEIRX
Will VEIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 194
- Bond Holdings 0
- Other Holdings 10
- % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector