Morningstar

Vanguard Global Equity Fund Investor Shares VHGEX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $42.18  /  +0.89 %
  • 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 0.94%
  • 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 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.44 416M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.67 204M
Technology

Mktliq 12/31/2049

2.65 203M
Cash and Equivalents

Amazon.com Inc

2.58 197M
Consumer Cyclical

Alphabet Inc Class A

2.33 178M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.06 158M
Technology

ASML Holding NV

1.99 152M
Technology

Mastercard Inc Class A

1.61 124M
Financial Services

Alphabet Inc Class C

1.60 122M
Communication Services

SK hynix Inc

1.31 100M
Technology

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