Vanguard Global Equity Fund Investor Shares (VHGEX)

28.16
Net Asset Value
-0.46%
1 Day
-11.42%
Year-to-Date
Overall Morningstar Rating
World large stock
Style or Category
No Load
Sales Expenses
0.48%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month+5.35% 3 years+5.44%
3 months-13.01% 5 years+5.61%
1 year+0.85% Since inception+8.33%
Data through --

Peer Comparisonvs. World large stock

 VHGEXCategory
Performance 5-yr return+5.61%+2.45%
Expense ratio0.48%1.14%
Risk 5 year sharpe ratio0.380.27
Net assets$5.9B$1.4B
Average market cap$34.2B$77.2B
Average P/E15.217.7
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureWilliam Arah / 24 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock49.09%
International stock47.90%
Cash2.99%
Fixed income0.02%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 19.97%
Industrial materials 18.29%
Consumer goods 12.67%
Healthcare 9.23%
Energy 8.14%
Top 10 Holdings
Portfolio weighting
AMZN Amazon2.35%
GOOG Google1.84%
BABA Alibaba Group Holding Ltd1.57%
-- 1.49%
MCO Moody's Corp1.41%
ANTM WellPoint1.34%
FB Facebook1.33%
JNJ Johnson & Johnson1.22%
MSFT Microsoft1.21%
MA MasterCard1.21%