VGWIX : Vanguard Global Wellesley Income Fund Investor Shares

VGWIX is a Allocation Market Total World with LOW fees.

VGWIX

Vanguard Global Wellesley Income Fund Investor Shares

FI Score

67 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

67% FI Score
  • vgwix
  • Mutual Fund
  • Allocation
  • Total World

Vanguard Global Wellesley Income Fund Investor Shares

Expenses: 0.42% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 70% of its assets in U.S. and foreign investment-grade fixed income securities that the advisor believes will generate a moderate level of current income, including corporate, government, and government agency bonds, as well as mortgage-backed securities. It may also invest in local currency bonds.

Largest Holdings

Amount Holding
1.31% Japan(Govt Of) 0.1%
1.18% Taiwan Semiconductor Manufacturing Co Ltd
1.14% Philip Morris International Inc
1.10% Progressive Corp
1.07% Verizon Communications Inc
1.04% TC Energy Corp
0.99% Novartis AG
0.98% Cisco Systems Inc
0.98% Total SA
0.97% Federal Home Loan Mortgage Corporation 3.5%
0.96% E.ON SE
0.96% Vinci SA
0.95% Bank of Nova Scotia
0.94% Pfizer Inc
0.93% AstraZeneca PLC
0.92% AXA SA
0.87% UBS Group AG
0.85% Bank of America Corp
0.84% Comcast Corp Class A
0.84% Mitsubishi UFJ Financial Group Inc
0.80% KDDI Corp
0.79% Koninklijke KPN NV
0.75% National Grid PLC
0.74% Microsoft Corp
0.72% Federal Home Loan Banks 2.5%

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