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Focus on Vanguard Equity-Income Investor Fund (VEIPX)

Vanguard Equity-Income Investor Fund VEIPX seeks high level of dividend income and long-term growth of income and capital. VEIPX invests in a diversified group of large and mid-capitalization stocks with above average dividend yields and reasonable prospects for long-term price appreciation.

This Large Cap Value product has a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.2% and 5 year 13.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.

VEIPX’s performance, as of the last filing, when compared to funds in its category was in the top 27% over the past 1 year, and in the top 5% over the past 3 years and in the top 5% over the past 5 years.

The Vanguard Equity-Income Investor fund, as of the last filing, allocates their fund in top two major groups; Large Value and Foreign Bond. Further, as of the last filing, Microsoft Corp, JPMorgan Chase & Co and Johnson & Johnson were the top holdings for VEIPX.

This Zacks Rank #1 (Strong Buy) was incepted in March 1988 and is managed by Vanguard Group. VEIPX carries an expense ratio of 0.26% and requires a minimal initial investment of $3,000.

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