VGWLX

About VGWLX

Vanguard Global Wellington Fund Investor Shares is a globally diversified balanced mutual fund designed to deliver long-term capital appreciation along with moderate current income. As an actively managed fund introduced in 2017, it allocates roughly 60% to 70% of its assets to dividend-paying equities of established large and mid-sized companies across both U.S. and international markets, with an emphasis on value stocks—those considered undervalued with strong long-term prospects. The remaining 30% to 40% is invested in a mix of U.S. and foreign fixed income securities, primarily focusing on investment-grade corporate bonds, with some allocation to government and other debt instruments. The fund utilizes rigorous fundamental analysis in both its equity and fixed income selections, seeking quality businesses and issuers with the ability to maintain dividend and interest payments through varying economic conditions. This balanced approach enables investors to access both global equity growth potential and income stability from fixed income. Managed by an experienced team, the fund holds a diversified portfolio of hundreds of securities, providing exposure across industries and geographic regions, underpinned by prudent risk management and disciplined asset allocation.