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Vanguard Equity-Income Inv VEIPX

Analyst rating as of
NAV / 1-Day Return
44.59  /  0.04 %
Total Assets
53.2 Bil
Adj. Expense Ratio
0.280%
Expense Ratio
0.280%
Fee Level
Low
Longest Manager Tenure
1.77 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
3,000
Status
Open
TTM Yield
2.41%
Turnover
40%

Morningstar’s Fund Analysis VEIPX

Will VEIPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Changing of the guard.

Director

Summary

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Vanguard Equity-Income begins a new era in July 2022 with a manager change on anchor subadvisor Wellington Management’s team. While its approach will remain intact, the need for soon-to-be lead Matthew Hand to prove himself drops the Morningstar Analyst Rating of the fund’s Investor share class to Bronze from Silver; the cheaper Admiral share class retains its Silver rating.

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