Vanguard Global Wellington benefits from skilled and well-resourced managers implementing disciplined equity and fixed-income processes. Its Process rating earns an upgrade to Above Average from Average, resulting in a Morningstar Medalist Rating upgrade to Silver for the Investor shares, while the Admiral shares retain their Silver rating.
- NAV / 1-Day Return 30.71 / 0.03 %
- Total Assets 2.1 Bil
-
Adj. Expense Ratio
0.320%
- Expense Ratio 0.320%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 2.60%
- Turnover 93%
Morningstar’s Analysis VGWAX
Will VGWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 82
- Bond Holdings 542
- Other Holdings 22
- % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Mktliq 12/31/2049
3.25
64,957,396
Cash and Equivalents