Vanguard Equity Income Fund Quote
| VEIPX Fund | USD 40.99 0.02 0.05% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Vanguard Equity is trading at 40.99 as of the 17th of April 2024; that is -0.05 percent decrease since the beginning of the trading day. The fund's open price was 41.01. Vanguard Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Vanguard Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of March 2024 and ending today, the 17th of April 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. Vanguard Equity is traded on NASDAQ Exchange in the United States.. More on Vanguard Equity Income
Moving together with Vanguard Mutual Fund
| 0.93 | VVIAX | Vanguard Value Index | PairCorr |
| 0.94 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.91 | FFMMX | American Funds American | PairCorr |
| 0.91 | FFFMX | American Funds American | PairCorr |
| 0.91 | AMRMX | American Mutual | PairCorr |
| 0.91 | AMFFX | American Mutual | PairCorr |
| 0.9 | AMFCX | American Mutual | PairCorr |
Vanguard Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Large Value Funds, Large Value, Vanguard (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Vanguard Equity Income [VEIPX] is traded in USA and was established 17th of April 2024. The fund is listed under Large Value category and is part of Vanguard family. This fund at this time has accumulated 53.79 B in net assets with no minimum investment requirementsVanguard Equity Me is currently producing year-to-date (YTD) return of 2.54% with the current yeild of 0.03%, while the total return for the last 3 years was 6.95%.
Check Vanguard Equity Probability Of Bankruptcy
Instrument Allocation
Top Vanguard Equity Income Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology |
| 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 |
Vanguard Equity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Vanguard Equity jumping above the current price in 90 days from now is about 53.17%. The Vanguard Equity Income probability density function shows the probability of Vanguard Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Vanguard Equity has a beta of 0.8478. This entails as returns on the market go up, Vanguard Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Equity Income will be expected to be much smaller as well. Additionally, vanguard Equity Income has an alpha of 0.0238, implying that it can generate a 0.0238 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Vanguard Equity to move above the current price in 90 days from now is about 53.17 (This Vanguard Equity Income probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .
Vanguard Equity Me Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Equity market risk premium is the additional return an investor will receive from holding Vanguard Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Equity's alpha and beta are two of the key measurements used to evaluate Vanguard Equity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.479 | |||
| Semi Deviation | 0.5581 | |||
| Standard Deviation | 0.6186 | |||
| Variance | 0.3827 |
Vanguard Equity Against Markets
Picking the right benchmark for Vanguard Equity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Equity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Equity is critical whether you are bullish or bearish towards Vanguard Equity Income at a given time. Please also check how Vanguard Equity's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Vanguard Mutual Fund?
Before investing in Vanguard Equity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Equity. To buy Vanguard Equity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Equity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Equity Income fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Equity Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Equity Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Vanguard Equity Income?
The danger of trading Vanguard Equity Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Equity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Equity Me is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Equity Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.