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Vanguard Global Wellesley Income Inv (VGWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.36+0.07 (+0.33%)
At close: 08:00PM EDT

Vanguard Global Wellesley Income Inv

Valley Forge PA 19482

Po Box 2600 V26

Vanguard Health Care

Management information
Loren L. Moran,Lead manager since 1 November 2017
Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Allocation
Fund familyVanguard
Net assets515M
YTD return2.78%
Yield3.23%
Morningstar rating★★★
Inception date1 Nov 2017

Fund operations

Last dividend0.19
Last cap gain-1.00
Holdings turnover150.00%
Average for categoryN/A

Fees and expenses

ExpenseVGWIXCategory average
Annual report expense ratio (net)0.31%1.00%
Prospectus net expense ratio0.31%N/A
Prospectus gross expense ratio0.31%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A