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Vanguard Equity Income Fund (VEIPX)

42.86
-0.09
(-0.21%)
At close: 8:04:02 PM EDT
Loading Chart for VEIPX
  • Previous Close 42.95
  • YTD Return 5.11%
  • Expense Ratio 0.27%
  • Category Large Value
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 59.55B
  • Beta (5Y Monthly) 0.78
  • Yield 2.51%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.28
  • Inception Date Aug 13, 2001

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. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses two investment advisors.

Vanguard

Fund Family

Large Value

Fund Category

59.55B

Net Assets

2001-08-13

Inception Date

Performance Overview: VEIPX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

VEIPX
5.11%
Category
4.44%
 

1-Year Return

VEIPX
18.43%
Category
14.37%
 

3-Year Return

VEIPX
9.72%
Category
6.04%
 

5-Year Return

VEIPX
13.63%
Category
9.20%
 

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Holdings: VEIPX

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Sector Weightings

SectorVEIPX
Healthcare   14.13%
Technology   12.60%
Industrials   11.65%
Energy   9.79%
Utilities   8.05%
Real Estate   1.66%

Recent News: VEIPX

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Research Reports: VEIPX

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