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Morningstar

Vanguard Global Wellesley Income Admiral VGYAX Fund Analysis

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

Morningstar’s Analysis VGYAX

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

  • People Pillar

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

A sound global allocation fund.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Global Wellesley Income combines disciplined equity and fixed-income processes leading to a Morningstar Medalist Rating of Silver for the admiral shares. Owing to changes within its Morningstar Category, the pricier investor shares receive a downgrade to Bronze from Silver.

by Stephen Margaria
Rated on Published on

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