Vanguard Global Wellington has experienced managers, employs a similar approach as the long-running Vanguard Wellington VWELX, and carries low fees, resulting in a Morningstar Analyst Rating of Silver for the admiral shares and Bronze for the investor shares.
Morningstar’s Fund Analysis VGWAX
Will VGWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGWAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VGWAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VGWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.