Vanguard Equity Income Fund Quote
| VEIRX Fund | USD 96.93 0.60 0.62% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Vanguard Equity is trading at 96.93 as of the 11th of December 2024; that is 0.62 percent down since the beginning of the trading day. The fund's open price was 97.53. Vanguard Equity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of July 2023 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. More on Vanguard Equity Income
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Moving against Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Value Funds, Large Value, Vanguard, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Vanguard Equity Income [VEIRX] is traded in USA and was established 11th of December 2024. Vanguard Equity is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Value category and is part of Vanguard family. This fund at this time has accumulated 33.38 B in net assets with minimum initial investment of 50 K. Vanguard Equity Income is currently producing year-to-date (YTD) return of 18.81% with the current yeild of 0.03%, while the total return for the last 3 years was 9.95%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Equity Income Mutual Fund Constituents
| PM | Philip Morris International | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PGR | Progressive Corp | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology |
Vanguard Equity Income Risk Profiles
| Mean Deviation | 0.4503 | |||
| Semi Deviation | 0.2897 | |||
| Standard Deviation | 0.6112 | |||
| Variance | 0.3736 |
Vanguard Equity Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Equity financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Equity security.
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