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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: $17.30 on 6/24/2016, Change: -0.47 (-2.64%)

 

Graph of Vanguard Managed Payout Investor Fund (VPGDX) ManagerFund Manager - John Ameriks

Fund Manager Information

Fund Manager Tenure: 2.3 years
Fund Family: Vanguard
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

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 May 30, 2016

  • Vanguard Managed Payout Investor Fund (VPGDX) has good short-term performance (1-year return -1.31% vs -4.55% Allocation--85%+ Equity category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) ratio of up-years vs down years is greater than 2
  • Asset base in Vanguard Managed Payout Investor Fund (VPGDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Managed Payout Investor Fund (VPGDX) has an annual stock turnover rate of 29.00% vs Allocation--85%+ Equity average of 50.41%. 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 6.96, lower than category average of 11.08
  • Vanguard Managed Payout Investor Fund (VPGDX) has a lower expense ratio than its Allocation--85%+ Equity average: 0.02% vs 0.80%
  • 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 May 30, 2016

  • Vanguard Managed Payout Investor Fund (VPGDX) management has been with Vanguard Managed Payout Investor Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Managed Payout Investor Fund (VPGDX) has a less-than-ideal mid-term performance (3-year return 5.36% vs 6.15% Allocation--85%+ Equity category median performance)
  • Vanguard Managed Payout Investor Fund (VPGDX) has a less-than-ideal Long-term performance (5-year return 5.58% vs 6.53% Allocation--85%+ Equity 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 Allocation--85%+ Equity peers
See Vanguard Managed Payout Investor Fund (VPGDX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Managed Payout Investor Fund (VPGDX)Compare with other top Allocation--85%+ Equity category mutual funds

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FundYear to Date1 Year3 year5 year
Vanguard Managed Payout Investor3.03-1.315.365.58
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)1.53-1.328.198.10Compare
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
MFS Aggressive Growth Allocation I (MIAGX)3.83-1.237.107.28Compare

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Compare Vanguard Managed Payout Investor Fund (VPGDX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

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
05/2016$1.62B
03/2016$1.61B
02/2016$1.54B
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
03/20164.41%86.71%4.73%2.59%
12/20156.01%82.7%6.6%3.02%
09/20152.08%89.54%3.07%4.03%
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, 2016
Vanguard Total Stock Mkt Idx Inv [20.17%]
Vanguard Total Intl Stock Index Inv [20.12%]
Vanguard Global Minimum Volatility Inv [15.03%]
Vanguard Total Bond Market II Idx Inv [12.02%]
Vanguard Alternative Strategies Investor [9.79%]
Vanguard Market Neutral Inv [6.63%]
Vanguard Total Intl Bd Idx Investor [5.99%]
Vanguard Emerging Mkts Stock Idx Inv [5.18%]
Vanguard Mpf Portfolio [5.02%]

Dec 30, 2015
Vanguard Total Intl Stock Index Inv [19.95%]
Vanguard Total Stock Mkt Idx Inv [19.89%]
Vanguard Global Minimum Volatility Inv [15.04%]
Vanguard Total Bond Market II Idx Inv [12.01%]
Vanguard Alternative Strategies Investor [10.2%]
Vanguard Market Neutral Inv [6.89%]
Vanguard Total Intl Bd Idx Investor [5.97%]
Vanguard Mpf Portfolio [5.05%]
Vanguard Emerging Mkts Stock Idx Inv [4.99%]

Sep 29, 2015
Vanguard Total Intl Stock Index Inv [19.8%]
Vanguard Total Stock Mkt Idx Inv [19.79%]
Vanguard Global Minimum Volatility Inv [14.98%]
Vanguard Total Bond Market II Idx Inv [11.92%]
Vanguard Alternative Strategies Investor [10.48%]
Vanguard Market Neutral Inv [7.22%]
Vanguard Total Intl Bd Idx Investor [5.95%]
Vanguard Mpf Portfolio [4.97%]
Vanguard Emerging Mkts Stock Idx Inv [4.9%]
Click here for Stock Holding Change Map in Vanguard Managed Payout Investor Fund (VPGDX)

  

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

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