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Vanguard Managed Payout Investor (VPGDX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Managed Payout Investor (VPGDX) Fund

    Last Trade: $18.03 on 9/3/2015, Change: +0.04 (0.22%)

 

Graph of Vanguard Managed Payout Investor Fund (VPGDX) ManagerFund Manager - Michael Buek

Fund Manager Information

Fund Manager Tenure: 7.3 years
Fund Family: Vanguard
Fund Category: Aggressive Allocation
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Buek is a principal and portfolio manager with Vanguard. Buek has been working for Vanguard since 1987.  Get more insights on Michael Buek

 

Graph of Vanguard Managed Payout Investor Fund (VPGDX) ProfileVanguard Managed Payout Investor Fund (VPGDX) Profile

Fund Profile and Description

Vanguard Managed Payout Investor Fund seeks to make monthly distributions of cash while providing inflation protection and capital preservation over the long term. Vanguard Managed Payout Investor Fund invests in Vanguard mutual funds and other investments according to an asset allocation strategy designed to provide shareholders with regular cash flow from their investments in the fund. It may allocate assets across a broadly diversified selection of opportunities--such as stocks (including stocks issued by REITs), bonds, cash, inflation-linked investments, and selected other investments--in proportions that reflect the advisor's evaluation of their expected returns and risks as an integrated whole.

 

Vanguard Managed Payout Investor (VPGDX) Fund Strength What we like about Vanguard Managed Payout Investor (VPGDX) Fund

Data for Vanguard Managed Payout Investor Fund (VPGDX) as of Jul 30, 2015

  • Vanguard Managed Payout Investor Fund (VPGDX) management has been with Vanguard Managed Payout Investor Fund for 7.3 years
  • Vanguard Managed Payout Investor Fund (VPGDX) ratio of up-years vs down years is greater than 2
  • Vanguard Managed Payout Investor Fund (VPGDX) has an annual stock turnover rate of 23.00% vs Aggressive Allocation average of 37.84%. It is good that Vanguard Managed Payout Investor management does not trade extensively for its return.
  • Vanguard Managed Payout Investor Fund (VPGDX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.72, lower than category average of 7.45
  • Vanguard Managed Payout Investor Fund (VPGDX) has a lower expense ratio than its Aggressive Allocation average: 0.01% vs 0.84%
  • Vanguard Managed Payout Investor Fund (VPGDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Managed Payout Investor Fund (VPGDX) Weakness What we are cautious about Vanguard Managed Payout Investor (VPGDX) Fund

Data for Vanguard Managed Payout Investor Fund (VPGDX) as of Jul 30, 2015

  • Vanguard Managed Payout Investor Fund (VPGDX) has a less-than-ideal short-term performance (1-year return 3.57% vs 4.96% Aggressive Allocation category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) has a less-than-ideal mid-term performance (3-year return 9.16% vs 11.99% Aggressive Allocation category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) has a less-than-ideal Long-term performance (5-year return 9.38% vs 10.66% Aggressive Allocation category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) has a Morningstar rating of 3 and below
  • Vanguard Managed Payout Investor Fund (VPGDX) is less safe compared to its Aggressive Allocation peers
  • Asset base in Vanguard Managed Payout Investor Fund (VPGDX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Vanguard Managed Payout Investor Fund (VPGDX) performance details as of Jul 30, 2015

 

What do you think?

 

Compare Vanguard Managed Payout Investor Fund (VPGDX)Compare with other top Aggressive Allocation category mutual funds

Aadditional top Aggressive Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Managed Payout Investor2.553.579.169.38
American Century Strat Allc: Agrsv Instl (AAAIX)3.827.5912.3511.51Compare
Transamerica Instl Asset Allc Lng Hrzn (DILSX)6.268.5514.1612.36Compare
Wells Fargo Advantage Divers Cptl Bldr A (EKBAX)3.0810.7916.4013.43Compare

See top fund managers for Aggressive Allocation Category Funds

 

Compare Vanguard Managed Payout Investor Fund (VPGDX)Compare with Aggressive Allocation category ETFs

Some Aggressive Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)3.64%5.67%12.77%
YieldShares High Income ETF (YYY)-3.85%-9.59%4.34%

 

Graph of Vanguard Managed Payout Investor Fund (VPGDX) Net Asset TrackingVanguard Managed Payout Investor (VPGDX) Fund Net Asset

Track net asset change of Vanguard Managed Payout Investor fund (VPGDX)

DateNet Asset
07/2015$1.63B
05/2015$1.64B
04/2015$1.64B
More historic net asset information on Vanguard Managed Payout Investor Fund (VPGDX)

  

Graph of Vanguard Managed Payout Investor Fund (VPGDX) Portfolio TrackingVanguard Managed Payout Investor (VPGDX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Managed Payout Investor fund (VPGDX)

DateCashStockBondOther
03/20153.76%91.06%2.48%1.42%
12/20145.73%70.39%18.07%5.29%
09/20145.93%70.2%18.19%5.14%
Click here to see more historic asset allocation information on Vanguard Managed Payout Investor Fund (VPGDX)

 

graph of Vanguard Managed Payout Investor Fund (VPGDX) Top 10 Position TrackingTop 10 Holdings in Vanguard Managed Payout Investor (VPGDX) Fund

Discover what Vanguard Managed Payout Investor Fund (VPGDX) manager is buying

Mar 30, 2015
Vanguard Global Minimum Volatility Inv [20.36%]
Vanguard Total Stock Mkt Idx Inv [19.86%]
Vanguard Total Intl Stock Index Inv [14.98%]
Vanguard Total Bond Market II Idx Inv [13.19%]
Vanguard Market Neutral Inv [9.77%]
Vanguard Total Intl Bd Idx Investor [7.06%]
Vanguard Emerging Mkts Stock Idx Inv [4.9%]
PowerShares DB Commodity Tracking ETF [4.8%]

Dec 30, 2014
Vanguard Total Stock Mkt Idx Inv [25.32%]
Vanguard Global Minimum Volatility Inv [20.37%]
Vanguard Total Intl Stock Index Inv [14.77%]
Vanguard Total Bond Market II Idx Inv [13.2%]
Vanguard Market Neutral Inv [9.77%]
Vanguard Total Intl Bd Idx Investor [7.07%]
Vanguard Emerging Mkts Stock Idx Inv [4.82%]
PowerShares DB Commodity Tracking ETF [4.66%]

Sep 29, 2014
Vanguard Total Stock Mkt Idx Inv [25.15%]
Vanguard Global Minimum Volatility Inv [20.11%]
Vanguard Total Intl Stock Index Inv [14.63%]
Vanguard Total Bond Market II Idx Inv [13.44%]
Vanguard Market Neutral Inv [10.21%]
Vanguard Total Intl Bd Idx Investor [7.03%]
Vanguard Emerging Mkts Stock Idx Inv [4.85%]
PowerShares DB Commodity Tracking ETF [4.56%]
Click here for Stock Holding Change Map in Vanguard Managed Payout Investor Fund (VPGDX)

  

Latest News on Vanguard Managed Payout Investor (VPGDX) Fund

See what is happening with Vanguard Managed Payout Investor Fund (VPGDX)

 

Vanguard Managed Payout Investor Fund (VPGDX) Related ResourcesSee more information on Vanguard Managed Payout Investor (VPGDX) Fund

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