Morningstar

Vanguard Global Equity Inv VHGEX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 37.94  /  −0.11 %
  • Total Assets 8.4 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 1.01%
  • Turnover 25%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 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.

Capable.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Vanguard Global Equity’s trio of subadvisors are well-resourced with strong investment processes, making the fund a good choice overall.

by Adam Sabban
Rated on Published on

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Portfolio Holdings VHGEX

More VHGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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