VHGEX : Vanguard Global Equity Fund Investor Shares

VHGEX is a Allocation Market Total World with LOW fees.

VHGEX

Vanguard Global Equity Fund Investor Shares

FI Score

77 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

77% FI Score
  • vhgex
  • Mutual Fund
  • Allocation
  • Total World

Vanguard Global Equity Fund Investor Shares

Expenses: 0.48% (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 long-term capital appreciation. The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors. Each advisor independently selects and maintains a portfolio of common stocks and other investments for the fund.

Largest Holdings

Amount Holding
2.35% Amazon.com Inc
1.84% Alphabet Inc Class C
1.57% Alibaba Group Holding Ltd ADR
1.49% Naspers Ltd Class N
1.41% Moody's Corporation
1.34% Anthem Inc
1.33% Facebook Inc A
1.22% Johnson & Johnson
1.21% Microsoft Corp
1.21% Mastercard Inc A
1.18% Prudential PLC
1.16% Oracle Corp
1.11% AIA Group Ltd
1.05% Alphabet Inc A
0.95% Pernod Ricard SA
0.90% Waters Corp
0.90% SAP SE
0.90% Olympus Corp
0.87% Ping An Insurance (Group) Co. of China Ltd Class H
0.87% Intel Corp
0.84% MS&AD Insurance Group Holdings Inc
0.84% Unilever NV
0.83% Fairfax Financial Holdings Ltd Shs Subord.Vtg
0.81% ResMed Inc
0.78% Booking Holdings Inc

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