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 702 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2017-11-02.

VGWAX performance shows a YTD return of 12.61%. The 1-year return is 20.40% and the 5-year return is 8.70%. VGWAX dividend yield stands at 5.99%, paid quarterly.

VGWAX top holdings include Metropolitan Transportation Authority 0 11/15/2033 (3.5%), Microsoft Corp (2.3%), Alphabet Inc,class A (2.1%), Tsmc (2.1%), Samsung Electronics Ltd (2.0%). 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.