Vanguard Equity Income Fund Quote
VEIRX Fund | USD 87.49 0.16 0.18% |
Performance10 of 100
| Odds Of DistressLess than 38
|
Vanguard Equity is trading at 87.49 as of the 19th of March 2024; that is 0.18% increase since the beginning of the trading day. The fund's open price was 87.33. Vanguard Equity has about a 38 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 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 19th of January 2024 and ending today, the 19th of March 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. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. More on Vanguard Equity Income
Moving together with Vanguard Mutual Fund
0.9 | VMIAX | Vanguard Materials Index | PairCorr |
0.79 | VMLUX | Vanguard Limited-term | PairCorr |
0.78 | VMLTX | Vanguard Limited-term | PairCorr |
0.78 | VMNVX | Vanguard Global Minimum | PairCorr |
0.86 | VMMSX | Vanguard Emerging Markets | 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 | Vanguard Funds, Large Value Funds, Large Value, Vanguard (View all Sectors) |
Update Date | 31st of March 2024 |
Vanguard Equity Income [VEIRX] is traded in USA and was established 19th of March 2024. Vanguard Equity is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Value category and is part of Vanguard family. This fund at this time has accumulated 33.38 B in net assets with minimum initial investment of 50 K. Vanguard Equity Income is currently producing year-to-date (YTD) return of 4.24% with the current yeild of 0.03%, while the total return for the last 3 years was 8.91%.
Check Vanguard Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Equity Income Mutual Fund Constituents
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 |
PFE | Pfizer Inc | Stock | Health Care |
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 roughly 2.55%. 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 0.8724. This entails Vanguard Equity Income market returns are sensitive to returns on the market. As the market goes up or down, Vanguard Equity is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Vanguard Equity Income is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of Vanguard Equity to move above the current price in 90 days from now is roughly 2.55 (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 Income 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 | 0.4688 | |||
Semi Deviation | 0.4626 | |||
Standard Deviation | 0.6101 | |||
Variance | 0.3722 |
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 Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Equity Income 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 metropolitan statistical area. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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When running Vanguard Equity's price analysis, check to measure Vanguard Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Equity is operating at the current time. Most of Vanguard Equity's value examination focuses on studying past and present price action to predict the probability of Vanguard Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Equity's price. Additionally, you may evaluate how the addition of Vanguard Equity to your portfolios can decrease your overall portfolio volatility.
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