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Morningstar

Vanguard Global Wellington Admiral VGWAX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 32.81  /  0.00
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • 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 2.85%
  • Turnover 93%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:19 PM GMT+0

Morningstar’s Analysis VGWAX

Will VGWAX 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 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.

Increased conviction in this team’s approach helps elevate ratings.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Global Wellington benefits from skilled and well-resourced managers implementing disciplined equity and fixed-income processes. Its Process rating earns an upgrade to Above Average from Average, resulting in a Morningstar Medalist Rating upgrade to Silver for the Investor shares, while the Admiral shares retain their Silver rating.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VGWAX

More VGWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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