Vanguard Equity-Income will soon lose its longest-tenured manager, but experience and complementary approaches still characterize its subadvisor pairing, earning its two share classes a Morningstar Analyst Rating of Silver.
Will VEIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of VEIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.