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.
- NAV / 1-Day Return 86.74 / 0.30 %
- Total Assets 54.1 Bil
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 2.86%
- Turnover 40%
Morningstar’s Analysis VEIRX
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