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Morningstar

Vanguard Managed Allocation Investor VPGDX

Morningstar Analyst Rating
Quantitative rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 16.68  /  0.66 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.80%
  • Turnover 16%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis VPGDX

Will VPGDX 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 VPGDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VPGDX 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 VPGDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Vanguard Managed Allocation Investor’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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