Vanguard Global Wellington has experienced managers, employs a similar approach as the long-running Vanguard Wellington VWELX, and carries low fees, resulting in a Morningstar Analyst Rating of Silver for the admiral shares and Bronze for the investor shares.
- NAV / 1-Day Return 29.71 / 0.58 %
- Total Assets 1.9 Bil
-
Adj. Expense Ratio
0.320%
- Expense Ratio 0.320%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 2.07%
- Turnover 77%
Morningstar’s Analysis VGWAX
Will VGWAX 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 Mar 31, 2023
- Equity Holdings 85
- Bond Holdings 538
- Other Holdings 13
- % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Mktliq 12/31/2049
2.91
55,877,696
Cash and Equivalents