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Vanguard Diversified Equity Fund Investor Shares: (MF: VDEQX)

(NASDAQ Mutual Funds) As of Oct 22, 2021 08:00 PM ET

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$55.98 USD

-0.22 (-0.39%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2021

Total Return %* Percentile Rank Objective
YTD 14.48 51
3 months -0.71 64
6 months 8.09 45
1 Year 34.86 29
3 Year 17.88 31
5 Year 18.26 32
10 Year 16.91 27

* Annual for three years and beyond.

Zacks Premium Research for VDEQX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 45.58
% Yield 0.59
% SEC Yield NA
Net Assets (Mil $) 9/30/2021 2,791.58
%Turnover 9/30/2021 4.00

Risk

3 Year 5 Year 10 Year
Beta 1.10 1.08 1.08
Alpha 0.51 0.10 -0.88
R Squared 0.97 0.97 0.97
Std. Dev. 20.98 16.77 14.65
Sharpe 0.92 1.11 1.00

Sector / Country Weightings

As of 9/30/2021 % of Portfolio
Finance 99.96
Other 0.04

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2021)
% of Portfolio Value (Mil$)
VANGUARD US GROWTH 29.77 817.21
VANGUARD WINDSOR FD 20.13 552.55
VANGUARD GR & INC FUND 20.11 552.15
VANGUARD WINDSOR II 15.12 415.17
VANGUARD EXPLORER FD 9.91 272.18
VANGUARD MID CAP GR FUND 4.92 135.11

Stock Holding % of Net Assets

As Of 4/30/2021
Total Issues 6
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 46.13
Large Value 28.94
Small Growth 18.26
Small Value 0.20
Foreign Stock 2.57
Emerging Market 2.47
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00