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Vanguard Global Wellesley Income Fund Investor Shares VGWIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VGWIX

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

  • People Pillar

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

Dual pillar upgrades for this standout global-allocation fund.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Experienced managers with deep resources and an approach grounded in robust bottom-up research help distinguish Vanguard Global Wellesley Income as one of the best in its peer group, supporting dual pillar upgrades. Its People Pillar rating rises to Above Average from Average, while the Process Pillar rises to High from Above Average.

by Stephen Margaria
Rated on Published on

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