VEIPX Rating, Research - Vanguard Equity-Income Inv

Vanguard Equity-Income Inv (veipx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 105

Threats + Weaknesses = 85

When strengths & opportunities substantially exceed threats & weaknesses an investment in the veipx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Equity-Income Inv (VEIPX) Description: VEIPX is a mutual fund, which is an investment that owns a basket of assets. The VEIPX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a medium management tenure and is in the large fund size classification. VEIPXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VEIPXs expense ratio is roughly 0%. The latest VEIPXs front end load was 0% and the back end load was 0%. The Vanguard Equity-Income Inv (VEIPX) mutual fund falls under the large-cap value category. VEIPX focuses its investments in USA and VEIPX is not affiliated with a particular industry or fund sector. The Vanguard Equity-Income Inv (VEIPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VEIPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VEIPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income and capital appreciation. The fund invests at least 80% of net assets in dividend paying common and preferred stocks (see stock research). It may also invest in other equity investments, including convertible securities and futures. The fund may invest in derivatives, principally futures contracts, to gain greater market exposure while still keeping a small portion of assets in cash for business operations. It may buy and sell portfolio securities actively.

Management Analysis Update

Vanguard Equity-Income Inv's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update