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Morningstar

Vanguard Global Wellington Investor VGWLX Fund Analysis

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

Morningstar’s Analysis VGWLX

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

  • People Pillar

    The People Pillar is our evaluation of the VGWLX 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 VGWLX’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

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