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Vanguard Equity-Income Adm VEIRX

Analyst rating as of
  • NAV / 1-Day Return 86.74  /  0.30 %
  • Total Assets 54.1 Bil
  • Adj. Expense Ratio
    0.190%
  • 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

Will VEIRX outperform in future?

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

Changing of the guard.

Director

Summary

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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.

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