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Kip 25

Vanguard Equity-Income

Symbol: VEIPX
Expense Ratio: 0.26%
800-635-1511

Vanguard Equity-Income is a stock fund and a member of the Kiplinger 25, the list of our favorite no-load funds.

Two shops run this fund. Wellington Management’s Michael Reckmeyer, who controls two-thirds of the fund’s assets, picks 60 to 70 firms that can sustain their dividend and raise it over time. Vanguard’s quantitative equity team holds about 100 stocks that have four key growth characteristics, including consistent earnings growth and a healthy balance sheet. A final test homes in on share prices relative to various measures of value. The fund yields 2.8%.

Data through February 28, 2017

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See Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.

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And for the full collection of our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.