VGWAX Mutual Fund

VGWAX Mutual Fund (Vanguard Global Wellington Fund Admiral Shares) is managed by Vanguard (US) with $2.90B in net assets. VGWAX expense ratio is 0.30%, holding 672 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2017-11-02.

VGWAX performance shows a YTD return of 11.80%. The 1-year return is 20.93% and the 5-year return is 8.62%. VGWAX dividend yield stands at 6.07%, paid quarterly.

VGWAX top holdings include Mktliq (2.5%), Alphabet Inc. Class A (1.9%), Merck & Co. Inc. (1.9%), Total Energies Se (1.8%), Taiwan Semiconductor Manufacturing Co. Ltd. (1.7%). Go to all VGWAX holdings, VGWAX sectors, or VGWAX dividends.

VGWAX can be compared against other funds. Use VGWAX overlap to find shared positions, or VGWAX vs another fund for a side-by-side view. VGWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.