Address And Details
|100 Vanguard Blvd. , Malvern, PA 19355|
|Fund Manager||Loren L. Moran|
|Manager Tenure||5 Years|
Strategy And Objective
The Fund seeks to provide long-term capital appreciation and moderate current income. The Fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. In choosing these companies, the advisor seeks those that appear to be undervalued but have prospects for improvement. These stocks are commonly referred to as value stocks. The remaining 30% to 40% of the Fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||15.86 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|USAB||TOTAL*US AGENCY BONDS||8.52%|
|GOOGL||ALPHABET INC CLASS A||4.87%|
|FB||META PLATFORMS INC||3.27%|
|SCHW||CHARLES SCHWAB CORP||2.27%|
|JPM||JPMORGAN CHASE & CO||2.07%|
Recent Articles from TheStreet
Cramer's Mad Money Recap 1/21: Microsoft, Tesla, Apple
Jim Cramer looks ahead to next week's earnings and sees more red as investors feel the impact of 'worthless IPOs and SPACs.'
Contradicting Yellen, Summers Says Inflation Won't Sink to 2% in 2022
Former Treasury Secretary is best known for saying there are fewer female mathematicians because of biological differences between the sexes.
Crypto Crash Panic Misses Bitcoin's Billionaire Michael Saylor
Despite millions of dollars in losses, this bitcoin evangelist has no intention of selling.
Tyson, Target Make BMO List of Dividend Growth Stocks
BMO suggests dividend growth stocks to deal with market volatility. Morgan Stanley, Intel and Discover also are on the list.
Morgan Stanley CEO To Get Pay Increase Of A Few Million Dollars
James Gorman received a pay raise of 6%, which puts his annual compensation for 2021 at $35 million.
Fund Shorting Ark Innovation Gains $234 Million of Assets
The Tuttle Capital Short Innovation ETF shorts Ark Innovation using swap contracts and has jumped 56% since its Nov. 9 debut.
Tesla, GM, Ford Are Betting Big on EVs. But Is America Ready ?
85 new EVs are set to hit the market, whether people want them or not.