Skip to Content
Morningstar

Vanguard Global Equity Inv VHGEX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 33.65  /  −0.47 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.06%
  • Turnover 25%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis VHGEX

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

  • People Pillar

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

Off to a good start under a new regime.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

A trio of reputable subadvisors makes Vanguard Global Equity a great choice.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VHGEX

More VHGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.85 293.4 Mil
Technology

Amazon.com Inc

3.25 247.9 Mil
Consumer Cyclical

Mktliq 12/31/2049

2.60 198.3 Mil
Cash and Equivalents

Mastercard Inc Class A

1.85 140.7 Mil
Financial Services

Martin Marietta Materials Inc

1.73 131.7 Mil
Basic Materials

Alphabet Inc Class A

1.70 129.4 Mil
Communication Services

Elevance Health Inc

1.61 122.6 Mil
Healthcare

Moody's Corporation

1.60 121.9 Mil
Financial Services

Ryanair Holdings PLC ADR

1.50 114.6 Mil
Industrials

CRH PLC

1.38 105.4 Mil
Basic Materials