Vanguard Long-Term Investment-Grade’s longtime standout subadvisor Wellington Management remains the anchor with more than three-fourths of assets here, offsetting questions as Vanguard’s solid but less-proven team garners more assets. The strategy earns a Morningstar Analyst Rating of Silver for its admiral shares, while its more-expensive investor shares are rated Bronze.
- NAV / 1-Day Return 7.48 / 0.85 %
- Total Assets 15.8 Bil
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Adj. Expense Ratio
- Expense Ratio 0.120%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Long-Term Bond
- Credit Quality / Interest Rate Sensitivity Medium / Extensive
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 4.81%
- Effective Duration 13.29 years
Morningstar’s Analysis VWETX
Will VWETX 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 0
- Bond Holdings 1523
- Other Holdings 14
- % Assets in Top 10 Holdings 6.0