The team behind Vanguard Long-Term Investment-Grade is deep and experienced. It uses sophisticated tools and follows a sensible, research-based approach to build this portfolio. The strategy earns a Morningstar Analyst Rating of Silver for its Investor and Admiral shares.
Vanguard Long-Term Investment-Grade Inv VWESX
NAV / 1-Day Return
10.97
/
2.74
%
Total Assets
20.5 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.
0.220%
Expense Ratio
0.220%
Fee Level
Low
Longest Manager Tenure
6.76
years
Category
Long-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / ExtensiveMin. Initial Investment
3,000
Status
Open
TTM Yield
3.22%
Effective Duration
15.28
years
Premium
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 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.
A solid choice.
