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Vanguard Global Wellington Fund Investor Shares (VGWLX)

NASDAQ Financial Services Asset Management - Global
$30.37 ▲ +0.53%
Market Cap
$3.16B
Sector
Financial Services
Industry
Asset Management - Global
Beta
0.82
52-Wk Range
27.33-31.12
CEO
—
Country
US
Currency
USD

Vanguard Global Wellington Fund Investor Shares operates in the Asset Management - Global industry of the Financial Services sector, headquartered in Malvern, PA, US. The stock last traded at $30.37, up 0.53% on the session, giving a market capitalisation of $3.16B. Its beta of 0.82 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
—
IPO date
2017-11-06
Headquarters
Malvern, PA, US
About Vanguard Global Wellington Fund Investor Shares

This fund typically allocates around two-thirds of its holdings to a combination of U.S. and international stocks, while the remaining third is invested in domestic and foreign bonds. It achieves extensive diversification by spreading its equity and fixed-income investments across all major economic sectors. This broad strategy is crucial for minimizing risk, ensuring that no single asset significantly impacts the fund's overall performance. Due to its global exposure to both equities and high-quality bonds, investors should be aware of potential currency fluctuations and country-specific risks. This offering is particularly well-suited for long-term investors seeking a blend of capital growth and income, who are also comfortable with the natural ups and downs of the stock and bond markets.

Comparable companies

Vanguard Global Wellington Fund Investor Shares is most often compared with the following Financial Services names:

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