Vanguard Global Equity Investor (VHGEX - Free Report) a Zacks Rank #2 (Buy) invests in stocks from the United States and other countries, selecting securities that appear undervalued based on analyses of industry sectors and individual companies. Each company is evaluated on the basis of its management's strategies for new investment and for dealing with competition.
This Global - Equity fund, as of the last filing, allocates their fund in three major groups; Large Growth, Small Growth and High Yield Bond. Further, as of the last filing, Foreign Stock, Large Growth and Large Value were the top holdings for VHGEX.
The Vanguard Global Equity Investor fund, managed by Vanguard Group, carries an expense ratio of 0.51%. Moreover, VHGEX requires a minimal initial investment of $3,000.
VHGEX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 6.55%, 3 year 3.48% and 5 year 11.07%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
VHGEX’s performance, as of the last filing, when compared to funds in its category was in the top 38% in 1 year, top 26% over the past 3 years, and in the 26% over the past 5 years.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>