VWESX : Vanguard Long-Term Investment-Grade Fund Investor Shares

VWESX is a Bond Market High Yield Bond with LOW fees.

VWESX

Vanguard Long-Term Investment-Grade Fund Investor Shares

FI Score

79 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

79% FI Score
  • vwesx
  • Mutual Fund
  • Bond
  • High Yield Bond

Vanguard Long-Term Investment-Grade Fund Investor Shares

Expenses: 0.22% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide a high and sustainable level of current income. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be intermediate- and long-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. The fund's dollar-weighted average maturity is expected to fall within a range that is five years shorter than or five years longer than that of its benchmark index.

Largest Holdings

Amount Holding
0.83% Wells Fargo & Company 5.61%
0.82% United States Treasury Bonds 3.75%
0.79% United States Treasury Bonds 4.5%
0.79% Goldman Sachs Group, Inc. 4.02%
0.78% Comcast Corporation 4.95%
0.67% Amazon.com, Inc. 4.05%
0.63% International Business Machines Corporation 4.15%
0.61% United States Treasury Bonds 4.75%
0.61% WALMART INC 3.95%
0.59% JPMorgan Chase & Co. 3.96%
0.59% Morgan Stanley 3.97%
0.58% International Business Machines Corporation 4.25%
0.58% CALIFORNIA ST 7.6%
0.57% CALIFORNIA ST 7.3%
0.54% Microsoft Corporation 3.7%
0.51% Comcast Corporation 3.97%
0.50% Microsoft Corporation 4.25%
0.50% Oracle Corporation 4%
0.49% Microsoft Corporation 3.75%
0.49% Microsoft Corporation 4.45%
0.49% Bank of America Corporation 4.24%
0.47% Merck & Co., Inc 3.7%
0.45% Berkshire Hathaway Finance Corporation 4.25%
0.44% WALMART INC 3.62%
0.42% United States Treasury Bonds 4.75%

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