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 85.07 / 0.70 %
- Total Assets 49.7 Bil
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Adj. Expense Ratio
- 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 2.77%
- 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 186
- Bond Holdings 0
- Other Holdings 13
- % Assets in Top 10 Holdings 23.8