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Mutual Fund Insights: Vanguard Global Equity Fund (VHGEX)

In-depth Analysis of Vanguard Global Equity Fund (VHGEX)

Mutual fund chart: Vanguard Global Equity Fund (VHGEX)

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1 year
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See Vanguard Global Equity Fund (VHGEX) performance details as of February 28, 2010

  

    Last Trade: $16.16 on 3/19/2010, Change: -0.12 (-0.74%)

  

Fund Manager - Kevin F. K. Simms

Fund Manager Tenure: 3.9 years
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

  

What we like about Vanguard Global Equity Fund (VHGEX) What we like about Vanguard Global Equity Fund (VHGEX)

Data for Vanguard Global Equity Fund (VHGEX) as of February 28, 2010

  • Vanguard Global Equity Fund (VHGEX) management has been with Vanguard Global Equity Fund for 3.9 years
  • Vanguard Global Equity Fund (VHGEX) has good short-term performance (1-year return 63.15% vs 55.76 % World Stock category average)
  • Vanguard Global Equity Fund (VHGEX) has good mid-term performance (3-year return -8.69% vs -5.50 % World Stock category average)
  • Vanguard Global Equity Fund (VHGEX) ratio of up-years vs down years is greater than 2
  • Vanguard Global Equity Fund (VHGEX) has an annual stock turnover rate of 71.00% vs World Stock average of 107.12%. It is good that Vanguard Global Equity management does not trade extensively for its return.
  • Vanguard Global Equity Fund (VHGEX) has a lower management fee than its World Stock average: 0.47% vs 1.53%
  • Vanguard Global Equity Fund (VHGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Global Equity Fund (VHGEX) What we are cautious about Vanguard Global Equity Fund (VHGEX)

Data for Vanguard Global Equity Fund (VHGEX) as of February 28, 2010

  • Vanguard Global Equity Fund (VHGEX) has a less-than-ideal Long-term performance (5-year return 0.90% vs 2.24 % World Stock category average)
  • Vanguard Global Equity Fund (VHGEX) has a Morningstar rating of 3 and below
  • Vanguard Global Equity Fund (VHGEX) is less safe compared to its World Stock peers
  • Vanguard Global Equity Fund (VHGEX) does not have a good risk adjusted return as its 3-year Alpha of 0.18 is worse than category average of 1.85, and its 3-year Sharpe ratio is -0.29
  • Vanguard Global Equity Fund (VHGEX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.66 that is higher than category average of 23.02
See Vanguard Global Equity Fund (VHGEX) performance details as of February 28, 2010

  

  

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Vanguard Global Equity Fund (VHGEX) Net Asset

Track net asset change of Vanguard Global Equity fund (VHGEX)

DateNet Asset
02/2010$3.75B
01/2010$3.64B
11/2009$3.78B
More historic net asset information on Vanguard Global Equity Fund (VHGEX)

  

Vanguard Global Equity Fund (VHGEX) Portfolio Allocation

Track portfolio allocation change of Vanguard Global Equity fund (VHGEX)

DateCashStockBondOther
09/20095.31%93.32%0.54%0.83%
07/20094.51%94.24%0.16%1.09%
06/20093.8%95.55%0.18%0.47%
Click here to see more historic asset allocation information on Vanguard Global Equity Fund (VHGEX)

  

Most Recent Top 10 Holdings in Vanguard Global Equity Fund (VHGEX)

Discover what Vanguard Global Equity Fund (VHGEX) manager is buying

30-Sep-09
CMT Market Liquidity Rate [5.31%]
ROYAL DUTCH SHELL PLC-A SHS [1.77%]
PFIZER INC [1.58%]
BANCO SANTANDER CHI [1.5%]
ALTRIA GROUP INC [1.11%]
CABLEVISION SYSTEM [0.88%]
WAL MART STORES [0.82%]
ENEL SPA [0.82%]
AMERISOURCEBERGEN CP [0.81%]
Vodafone Group PLC [0.76%]

31-Jul-09
CMT Market Liquidity Rate [4.1%]
ROYAL DUTCH SHELL PLC-A SHS [1.97%]
PFIZER INC [1.66%]
BANCO SANTANDER CHI [1.5%]
ALTRIA GROUP INC [1.22%]
Automatic Data Processing, Inc. [0.93%]
FRANCE TELECOM ADS [0.91%]
WAL MART STORES [0.88%]
STATE STREET CP [0.81%]
CABLEVISION SYSTEM [0.8%]

30-Jun-09
CMT Market Liquidity Rate [3.35%]
ROYAL DUTCH SHELL PLC-A SHS [2.07%]
PFIZER INC [1.81%]
ALTRIA GROUP INC [1.61%]
BANCO SANTANDER CHI [1.48%]
FRANCE TELECOM ADS [1.12%]
Sumitomo Mitsui Financial Group, Inc. [1.05%]
AUTOMATIC DATA PROCS [1.02%]
WAL MART STORES [0.94%]
STATE STREET CP [0.92%]
Click here for Stock Holding Change Map in Vanguard Global Equity Fund (VHGEX)

  

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