Morningstar

Vanguard Global Wellington Fund Admiral Shares VGWAX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return$38.23  /  +0.08%
  • Fund Size$3.3B
  • Adjusted Expense Ratio0.300%
  • Net Expense Ratio—
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Moderate Allocation
  • Equity Style Box (Funds)Large Value
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.77%
  • Turnover Ratio64%
NAV and 1-Day Return as of

Morningstar’s Analysis VGWAX

Will VGWAX 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 VGWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VGWAX 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 VGWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

More confidence in this approach leads to a Process rating upgrade.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Global Wellington’s disciplined asset allocation and rigorous approach to security selection help it stand out among peers, underscoring a Process Pillar upgrade to High from Above Average. The fund is a top choice for investors seeking a globally diversified, balanced portfolio at a compelling price.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings VGWAX

More VGWAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings17.3
Top 10 Holdings
% Portfolio Weight
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