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Vanguard Global Wellesley Income Inv VGWIX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis VGWIX

Will VGWIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VGWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VGWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound global allocation fund.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Global Wellesley Income’s disciplined, bottom-up investment process and low fees make it an attractive conservative allocation fund.

by Stephen Margaria
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