NasdaqGM - Delayed Quote USD

Vanguard Global Wellington Fund (0P0001BEES)

32.53 +0.04 (+0.12%)
At close: April 5 at 4:00 PM EDT

Investment Information

Min Initial Investment
3,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

Fund Summary

The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying equity securities of established large and mid-size U.S. and foreign companies. In choosing these companies, the advisor seeks those that appear to be undervalued but have prospects for improvement. These stocks are commonly referred to as value stocks. The remaining 30% to 40% of the fund's assets are invested mainly in U.S. and foreign fixed income securities that the advisor believes will generate a moderate level of current income.

Fund Overview

Category World Allocation
Fund Family Vanguard
Net Assets 2.44B
YTD Return 4.05%
Yield 2.79%
Morningstar Rating
Inception Date Nov 02, 2017

Performance & Risk

YTD Return 2.85%
5y Average Return 7.91%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

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