VEIRX – Fund Analysis – Vanguard Equity-Income Adm | Morningstar

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Will VEIRX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VEIRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the VEIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of VEIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid choice for equity income investors.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Vanguard Equity-Income’s subadvisors each got new managers recently. One has kept the process stable, while the other made upgrades.

by Todd Trubey

Rated on Mar 19, 2024 Published on Mar 19, 2024

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