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This fund is also available with a lower expense ratio (but a much higher minimum investment) in the Admiral Shares class under the symbol VEIRX. Dividend yield : 2.7% 5-year return : 9.6%
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...
Mutual Fund Report for VEIRX. For premium support please call: 800-290-4726 more ways to reach us
Since an S&P 500 index fund spans some 500 companies, it offers instant diversification. The S&P 500 includes lots of dividend-paying stocks, too, and the S&P 500 index recently sported a dividend ...
In 2006, Morningstar acquired Ibbotson Associates, Inc., an investment research firm. [12] In 2007, Morningstar acquired the mutual fund data business of S&P Global. [13] In 2010, Morningstar acquired credit rating agency Realpoint for $52 million and began offering structured credit ratings and research to institutional investors. [14]
The Morningstar Rating for Stocks debuted in 2001 and was initially applied to 500 stocks. [1] [2] The stock-rating system compares a stock's current market price with Morningstar's estimate of the stock's fair value. [3] Like the Morningstar Rating for Funds, the rating is applied in the form of stars. [4]
The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc., [1] the Style Box was launched in 1992. [2] The vertical axis of the Style Box represents an investment's size category: small, mid and large. [3]
De Vaulx was designated as the hand-picked successor to Eveillard who went on to retire in December 2004, making de Vaulx the lead portfolio manager in January 2005. Surprising the industry, de Vaulx left First Eagle, [3] just weeks after winning another Morningstar award in December 2006 as the runner-up for "International Stock Manager of the ...
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277 West Nationwide Boulevard, Columbus, OH · Directions · (614) 227-5725