Vanguard Managed Payout Dis Focus Inv P O Box 2600 V26 Valley Forge PA 19482
Phone: 800-662-7447
| Category: |
Retirement Income |
| Fund Family: |
Vanguard |
| Net Assets: |
200.52M |
| Year-to-Date Return: |
-2.21% |
| Yield: |
7.71% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
02-May-08 |
|
Michael H. Buek
Lead Manager since
02-May-08 |
|
| Buek is a principal and portfolio manager with Vanguard. Buek has been working for Vanguard since 1987. |
| Min Initial Investment: |
$25,000 |
| Min Initial Investment, IRA: |
$25,000 |
| Min Initial Investment, AIP: |
$25,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks to make monthly distributions of cash while providing capital preservation over the long term. The 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. |
| Last Dividend
(19-Jan-10):
|
0.09 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
82.00% |
| Average for Category:
|
43.70% |
|
| Expense |
VPDFX |
Category Avg |
| Total Expense Ratio: |
0.29%
|
0.64% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.07% |
| Max Deferred Sales Load: |
%
|
2.45% |
| 3 Yr Expense Projection*: |
$144 |
$909 |
| 5 Yr Expense Projection*: |
$252 |
$1,189 |
| 10 Yr Expense Projection*: |
$567 |
$2,275 |
|
|