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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: $19.22 on 11/21/2014, Change: +0.10 (0.52%)

 

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

Fund Manager Information

Fund Manager Tenure: 6.6 years
Fund Family: Vanguard
Fund Category: Retirement Income
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: A (Score: 0.75)     (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 Oct 30, 2014

  • Vanguard Managed Payout Investor Fund (VPGDX) management has been with Vanguard Managed Payout Investor Fund for 6.6 years
  • Vanguard Managed Payout Investor Fund (VPGDX) has good short-term performance (1-year return 8.38% vs 5.48% Retirement Income category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) has good mid-term performance (3-year return 10.56% vs 6.68% Retirement Income category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) has good Long-term performance (5-year return 10.55% vs 6.99% Retirement Income category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) ratio of up-years vs down years is greater than 2
  • Vanguard Managed Payout Investor Fund (VPGDX) has a Morningstar rating of 4 and above
  • Vanguard Managed Payout Investor Fund (VPGDX) has a lower expense ratio than its Retirement Income average: 0.03% vs 0.49%
  • 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 Oct 30, 2014

  • Vanguard Managed Payout Investor Fund (VPGDX) is less safe compared to its Retirement Income peers
  • Vanguard Managed Payout Investor Fund (VPGDX) has an annual stock turnover rate of 48.00% that is higher than the Retirement Income average of 31.42%. This could mean Vanguard Managed Payout Investor is more nimble, but also signal potential high tax impact and high trading fees
  • Vanguard Managed Payout Investor Fund (VPGDX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.96 that is higher than category average of 4.52
  • 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 Oct 30, 2014

 

What do you think?

 

Compare Vanguard Managed Payout Investor Fund (VPGDX)Compare with other top Retirement Income category mutual funds

Aadditional top Retirement Income mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Managed Payout Investor6.108.3810.5610.55
TIAA-CREF Lifecycle Index Ret Inc Prem (TLIPX)5.516.517.778.06Compare
American Century One Choice In Ret Inv (ARTOX)5.287.048.838.73Compare
Fidelity Advisor Income Repl 2032 I (FIIRX)5.328.1810.689.87Compare

See top fund managers for Retirement Income Category Funds

 

Compare Vanguard Managed Payout Investor Fund (VPGDX)Compare with Retirement Income category ETFs

Some Retirement Income ETFs for your consideration

ETFYear to DateOne YearThree Year
TDX Independence 2010 ETF (TDD)-3.67%-3.01%1.87%

 

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
10/2014$1.56B
09/2014$1.57B
08/2014$1.57B
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
09/20145.93%70.2%18.19%5.14%
06/20141.93%73.29%19.04%5.51%
03/20141.09%54.05%18.91%25.82%
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

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%]

Jun 29, 2014
Vanguard Total Stock Mkt Idx Inv [24.99%]
Vanguard Global Minimum Volatility Inv [19.98%]
Vanguard Total Intl Stock Index Inv [14.98%]
Vanguard Total Bond Market II Idx Inv [13.25%]
Vanguard Market Neutral Inv [9.99%]
Vanguard Total Intl Bd Idx Investor [6.81%]
Vanguard Emerging Mkts Stock Idx Inv [5.08%]
Qif Portfolio 02 [4.87%]

Mar 30, 2014
Vanguard Total Stock Mkt Idx Inv [24.65%]
Vanguard Global Minimum Volatility Inv [20.35%]
Vanguard Total Intl Stock Index Inv [20.28%]
Vanguard Market Neutral Inv [10%]
Vanguard Total Bond Market II Idx Inv [7.83%]
Vanguard Total Intl Bd Idx Investor [7.07%]
Qif Portfolio 02 [5.02%]
Vanguard Interm-Term Invmt-Grade Inv [4.8%]
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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