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Vanguard Global Equity Inv (VHGEX)

38.45 +0.01 (+0.03%)
At close: 8:01 PM EST
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DELL
  • Previous Close 38.44
  • YTD Return 13.66%
  • Expense Ratio 0.42%
  • Category World Large-Stock Blend
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 8.17B
  • Beta (5Y Monthly) 1.12
  • Yield 1.01%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.37
  • Inception Date Aug 14, 1995

The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors. Each advisor independently selects and maintains a portfolio of common stocks and other investments for the fund.

Vanguard

Fund Family

World Large-Stock Blend

Fund Category

8.17B

Net Assets

1995-08-14

Inception Date

Performance Overview: VHGEX

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Trailing returns as of 11/26/2024. Category is World Large-Stock Blend.

YTD Return

VHGEX
13.66%
Category
12.08%
 

1-Year Return

VHGEX
34.06%
Category
38.01%
 

3-Year Return

VHGEX
2.02%
Category
12.74%
 

5-Year Return

VHGEX
9.98%
Category
12.82%
 

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Holdings: VHGEX

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Top 10 Holdings (20.62% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 3.67%
AMZN
Amazon.com, Inc. 3.15%
MSFT
Microsoft Corporation 3.12%
META
Meta Platforms, Inc. 1.91%
MA
Mastercard Incorporated 1.59%
ELV
Elevance Health, Inc. 1.55%
MLM
Martin Marietta Materials, Inc. 1.49%
UNH
UnitedHealth Group Incorporated 1.43%
CRH
CRH plc 1.42%
PRX.AS
Prosus N.V. 1.30%

Sector Weightings

SectorVHGEX
Technology   22.65%
Healthcare   14.86%
Industrials   8.01%
Real Estate   2.60%
Energy   1.98%
Utilities   0.77%

Recent News: VHGEX

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Research Reports: VHGEX

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