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Morningstar

Vanguard Global Equity Inv VHGEX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 33.91  /  −0.12 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.06%
  • Turnover 25%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0

Morningstar’s Analysis VHGEX

Will VHGEX 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 VHGEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VHGEX 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 VHGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Off to a good start under a new regime.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

A trio of reputable subadvisors makes Vanguard Global Equity a great choice.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VHGEX

More VHGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.89 318.6 Mil
Technology

Amazon.com Inc

3.49 286.1 Mil
Consumer Cyclical

Mktliq 12/31/2049

3.44 281.8 Mil
Cash and Equivalents

NVIDIA Corp

2.06 168.6 Mil
Technology

Meta Platforms Inc Class A

1.91 156.4 Mil
Communication Services

Martin Marietta Materials Inc

1.81 148.7 Mil
Basic Materials

Mastercard Inc Class A

1.81 148.1 Mil
Financial Services

Elevance Health Inc

1.64 134.8 Mil
Healthcare

Alphabet Inc Class A

1.53 125.3 Mil
Communication Services

Ryanair Holdings PLC ADR

1.48 121.1 Mil
Industrials