Vanguard Long-Term Investment-Grade benefits from longtime subadvisor Wellington Management’s large and experienced team that follows a repeatable, research-based approach. The strategy earns a Morningstar Analyst Rating of Silver for its admiral shares, while its more-expensive investor shares are rated Bronze.
Vanguard Long-Term Investment-Grade Adm VWETX
NAV / 1-Day Return
8.72
/
0.57
%
Total Assets
17.0 Bil
Adj. Expense Ratio
0.120%
Expense Ratio
0.120%
Fee Level
Below Average
Longest Manager Tenure
8.20
years
Category
Long-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / ExtensiveMin. Initial Investment
50,000
Status
Open
TTM Yield
3.87%
Effective Duration
13.79
years
Morningstar’s Fund Analysis VWETX
Will VWETX 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 VWETX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VWETX 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 VWETX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A solid choice for long corporate-bond exposure.
