Vanguard Global Wellington Fund Quote
| VGWAX Fund | USD 33.41 0.04 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Vanguard Global is trading at 33.41 as of the 22nd of November 2024; that is 0.12 percent down since the beginning of the trading day. The fund's open price was 33.45. Vanguard Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Vanguard Global Wellington are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests 60 percent to 70 percent 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. More on Vanguard Global Wellington
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Value Funds, World Allocation Funds, World Allocation, Vanguard, Large Value, World Allocation (View all Sectors) |
| Update Date | 30th of September 2024 |
Vanguard Global Wellington [VGWAX] is traded in USA and was established 22nd of November 2024. Vanguard Global is listed under Vanguard category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Vanguard family. This fund at this time has accumulated 883.87 M in net assets with minimum initial investment of 50 K. Vanguard Global Well is currently producing year-to-date (YTD) return of 7.56% with the current yeild of 0.03%, while the total return for the last 3 years was 4.26%.
Check Vanguard Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Global Wellington Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Global Wellington Mutual Fund Constituents
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| SRE | Sempra Energy | Stock | Utilities | |
| PNC | PNC Financial Services | Stock | Financials | |
| GD | General Dynamics | Stock | Industrials | |
| CB | Chubb | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials | |
| NOVN | Novan Inc | Stock | Health Care |
Vanguard Global Well Risk Profiles
| Mean Deviation | 0.3106 | |||
| Standard Deviation | 0.394 | |||
| Variance | 0.1552 | |||
| Risk Adjusted Performance | (0.01) |
Vanguard Global Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Global financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Global security.
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