Vanguard Equity-Income
P.O. Box 2600 Valley Forge PA 19482
Map
Phone: 800-662-6273
| Category: | Large Value | | Fund Family: | Vanguard | | Net Assets: | 2.37B | | Year-to-Date Return: | 9.09% | | Yield: | 3.40% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Mar-88 |
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James P. Stetler
Lead Manager since
31-Dec-03 | | | Stetler is a Principal of Vanguard. He has been with Vanguard since 1982; worked in investment management since 1996; and has managed the Fund since its inception as a collective trust. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $3,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks above-average level of current income and reasonable capital appreciation. The fund primarily invests in common stocks of medium-sized and large companies whose stocks pay above-average levels of dividend income and are considered to have the potential for capital appreciation. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. The fund invests at least 80% of assets in stocks, also known as equity securities. |
| Last Dividend
(28-Sep-09):
| 0.11 | | Last Cap Gain
(16-Dec-08):
| 0.11 | | Annual Holdings Turnover
| 55.00% | | Average for Category:
| 75.44% |
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| Expense | VEIPX | Category
Avg | | Total Expense Ratio: | 0.37%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 119 | $638 | | 5 Yr Expense Projection*: |
$ 208 | $966 | | 10 Yr Expense Projection*: |
$ 468 | $1,855 |
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