Morningstar

Vanguard Global Equity Fund Investor Shares VHGEX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $40.26  /  −1.69 %
  • Fund Size $7.5B
  • Adjusted Expense Ratio 0.380%
  • Net Expense Ratio 0.370%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 0.97%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis VHGEX

Will VHGEX outperform in the 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.

A pragmatic choice for core global equities exposure.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

Vanguard Global Equity’s trio of subadvisors is well-resourced with strong investment processes, making the strategy a solid choice for core global equity exposure.

by Kongkon Gogoi
Rated on Published on

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Portfolio Holdings VHGEX

More VHGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.19 465M
Technology

Amazon.com Inc

3.04 229M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd

2.58 194M
Technology

Alphabet Inc Class A

2.45 185M
Communication Services

Mktliq 12/31/2049

2.44 183M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.98 149M
Technology

Mastercard Inc Class A

1.75 132M
Financial Services

Microsoft Corp

1.72 129M
Technology

Tencent Holdings Ltd

1.64 123M
Communication Services

Alphabet Inc Class C

1.53 115M
Communication Services

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