- What does VGWIX invest in?
- This income-focused balanced fund strategically diversifies investments across U.S. and international stocks as well as high-quality bonds. Uniquely, for a balanced portfolio, it allocates a significant portion—roughly two-thirds—to bonds, with the remaining one-third invested in equities. Given its global reach, investors should be aware of potential currency and country-specific risks. The fund's equity strategy centers on companies that have historically paid above-average dividends or are expected to increase their payouts. This specific approach aims to generate a more substantial quarterly income distribution compared to balanced funds without such an income emphasis. It is particularly well-suited for long-term investors seeking a steady income stream who are also comfortable with modest fluctuations in share price.
- What is the expense ratio of VGWIX?
- Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) charges an expense ratio of 0.43%. This is the annual fee deducted from fund assets to cover management and operations.
- What is VGWIX's dividend yield?
- VGWIX's trailing-twelve-month yield is 3.83%, calculated from the sum of dividends over the past year divided by the current price.
- How big is VGWIX?
- Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) manages $753.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VGWIX actively managed or an index fund?
- VGWIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VGWIX launched?
- Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) launched in November 2017 and is managed by Vanguard.
