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Morningstar

Vanguard Long-Term Investment-Grade Inv VWESX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.41  /  1.09 %
  • Total Assets 15.1 Bil
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.220%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Long-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 4.43%
  • Effective Duration 13.25 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis VWESX

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

People Pillar

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

A solid choice for long corporate-bond exposure.

Senior Analyst

Summary

| by Mike Mulach

Vanguard Long-Term Investment-Grade benefits from longtime subadvisor Wellington Management’s large and experienced team that follows a repeatable, research-based approach. The strategy earns a Morningstar Analyst Rating of Silver for its admiral shares, while its more-expensive investor shares are rated Bronze.

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