Vanguard Global Equity retains a Morningstar Analyst Rating of Silver because concerns about personnel turnover at subadvisor Marathon are not significant enough to undermine its other strengths and those of fellow subadvisor Baillie Gifford.
Vanguard Global Equity Inv VHGEX
NAV / 1-Day Return
30.62
/
1.45
%
Total Assets
7.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.450%
Expense Ratio
0.450%
Fee Level
Low
Longest Manager Tenure
26.78
years
Category
Global Large-Stock Blend
Investment Style
Large GrowthMin. Initial Investment
3,000
Status
Open
TTM Yield
0.99%
Turnover
28%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Manager changes haven’t eroded this strategy’s appeal.
