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Vanguard Global Equity Inv VHGEX

Analyst rating as of
NAV / 1-Day Return
40.95  /  0.19 %
Total Assets
8.7 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Low
Longest Manager Tenure
25.76 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
3,000
Status
Open
TTM Yield
0.60%
Turnover
22%
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Morningstar’s Analysis

Will VHGEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Comanager Retires from Vanguard Global Equity; Ratings Unchanged

Analyst Note

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As expected, Charles Plowden retired from subadvisor Baillie Gifford on May 3 and no longer serves as comanager of this strategy. Plowden, a nearly 40-year veteran of Baillie Gifford, served as comanager alongside Spencer Adair and Malcolm MacColl since Baillie Gifford inherited a slice of the fund’s assets in 2008. Consistent with Baillie Gifford’s measured and forward-thinking approach to succession-planning, Plowden gave advanced notice of his intentions, allowing the firm enough time to groom his successor. Helen Xiong, a key analyst who already has some portfolio management experience, has assumed his responsibilities, though Adair and MacColl will remain the only named managers on the fund.

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