Vanguard Global Equity Fund Quote
| VHGEX Fund | USD 38.46 0.36 0.94% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Vanguard Global is trading at 38.46 as of the 25th of November 2024; that is 0.94 percent up since the beginning of the trading day. The fund's open price was 38.1. Vanguard Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
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. More on Vanguard Global Equity
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Vanguard (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Vanguard Global Equity [VHGEX] is traded in USA and was established 25th of November 2024. Vanguard Global is listed under Vanguard category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Vanguard family. This fund at this time has accumulated 7.56 B in net assets with minimum initial investment of 3 K. Vanguard Global Equity is currently producing year-to-date (YTD) return of 15.1% with the current yeild of 0.01%, while the total return for the last 3 years was 2.3%.
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 Equity 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 Equity Mutual Fund Constituents
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary | |
| WAT | Waters | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Vanguard Global Equity Risk Profiles
| Mean Deviation | 0.6317 | |||
| Semi Deviation | 0.8152 | |||
| Standard Deviation | 0.8343 | |||
| Variance | 0.6961 |
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |