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Morningstar

Vanguard Long-Term Investment-Grade Inv VWESX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 7.62  /  +0.97 %
  • Total Assets 15.8 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Long-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 5.02%
  • Effective Duration 12.94 years

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VWESX

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

  • People Pillar

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

Reliable exposure to long-term corporate bonds.

Senior Analyst Mike Mulach

Mike Mulach

Senior Analyst

Summary

Vanguard Long-Term Investment-Grade’s longtime standout subadvisor Wellington Management remains the anchor with more than three fourths of assets here, offsetting questions as Vanguard’s solid but less-proven team garners more assets.

by Mike Mulach
Rated on Published on

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Portfolio Holdings VWESX

More VWESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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