Vanguard Global Wellesley Fund Quote
| VGYAX Fund | USD 27.79 0.15 0.54% |
PerformanceInsignificant
| Odds Of DistressLow
|
Vanguard Global is trading at 27.79 as of the 1st of March 2025; that is 0.54 percent up since the beginning of the trading day. The fund's open price was 27.64. Vanguard Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund invests approximately 60 percent to 70 percent 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. More on Vanguard Global Wellesley
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Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Value Funds, World Allocation Funds, World Allocation, Vanguard (View all Sectors) |
| Update Date | 31st of March 2025 |
Vanguard Global Wellesley [VGYAX] is traded in USA and was established 1st of March 2025. Vanguard Global is listed under Vanguard category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Vanguard family. This fund at this time has accumulated 490.97 M in net assets with minimum initial investment of 50 K. Vanguard Global Wellesley is currently producing year-to-date (YTD) return of 3.12% with the current yeild of 0.04%, while the total return for the last 3 years was 3.95%.
Check Vanguard Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Global Wellesley Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Global Wellesley Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| CVX | Chevron Corp | Stock | Energy | |
| BAC | Bank of America | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| PFE | Pfizer Inc | Stock | Health Care |
Vanguard Global Wellesley Risk Profiles
| Mean Deviation | 0.2295 | |||
| Semi Deviation | 0.2692 | |||
| Standard Deviation | 0.3215 | |||
| Variance | 0.1034 |
Vanguard Global Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Global financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Global security.
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