- What does VGWLX invest in?
- This fund typically allocates around two-thirds of its holdings to a combination of U.S. and international stocks, while the remaining third is invested in domestic and foreign bonds. It achieves extensive diversification by spreading its equity and fixed-income investments across all major economic sectors. This broad strategy is crucial for minimizing risk, ensuring that no single asset significantly impacts the fund's overall performance. Due to its global exposure to both equities and high-quality bonds, investors should be aware of potential currency fluctuations and country-specific risks. This offering is particularly well-suited for long-term investors seeking a blend of capital growth and income, who are also comfortable with the natural ups and downs of the stock and bond markets.
- What is the expense ratio of VGWLX?
- Vanguard Global Wellington Fund Investor Shares (VGWLX) charges an expense ratio of 0.43%. This is the annual fee deducted from fund assets to cover management and operations.
- What is VGWLX's dividend yield?
- VGWLX's trailing-twelve-month yield is 6.02%, calculated from the sum of dividends over the past year divided by the current price.
- How big is VGWLX?
- Vanguard Global Wellington Fund Investor Shares (VGWLX) manages $3.20B 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 VGWLX actively managed or an index fund?
- VGWLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VGWLX launched?
- Vanguard Global Wellington Fund Investor Shares (VGWLX) launched in November 2017 and is managed by Vanguard.
