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Vanguard Long-Term Investment-Grade Inv (VWESX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Long-Term Investment-Grade Inv (VWESX) Fund

    Last Trade: $10.61 on 6/23/2017, Change: +0.01 (0.09%)

 

Graph of Vanguard Long-Term Investment-Grade Inv Fund (VWESX) ManagerFund Manager - Lucius T. Hill, III

Fund Manager Information

Fund Manager Tenure: 9.4 years
Similar Funds: VWETX 
Fund Family: Vanguard
Fund Category: Corporate Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Hill, III, senior vice president and fixed income portfolio manager of Wellington Management, joined Wellington Management as an investment professional in 1993.  Get more insights on Lucius T. Hill, III

 

Graph of Vanguard Long-Term Investment-Grade Inv Fund (VWESX) ProfileVanguard Long-Term Investment-Grade Inv Fund (VWESX) Profile

Fund Profile and Description

Vanguard Long-Term Investment-Grade Inv Fund seeks to provide a high and sustainable level of current income. Vanguard Long-Term Investment-Grade Inv Fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be intermediate- and long-term investment-grade securities. Vanguard Long-Term Investment-Grade Inv Fund's average weighted maturity generally ranges from 15 to 25 years.

 

Vanguard Long-Term Investment-Grade Inv (VWESX) Fund Strength What we like about Vanguard Long-Term Investment-Grade Inv (VWESX) Fund

Data for Vanguard Long-Term Investment-Grade Inv Fund (VWESX) as of May 30, 2016

  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) management has been with Vanguard Long-Term Investment-Grade Inv Fund for 9.4 years
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) has good short-term performance (1-year return 8.20% vs 2.33% Corporate Bond category median performance)
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) has good mid-term performance (3-year return 6.48% vs 3.05% Corporate Bond category median performance)
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) has good Long-term performance (5-year return 7.98% vs 4.51% Corporate Bond category median performance)
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) ratio of up-years vs down years is greater than 2
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Long-Term Investment-Grade Inv Fund (VWESX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) has an annual stock turnover rate of 35.00% vs Corporate Bond average of 62.08%. It is good that Vanguard Long-Term Investment-Grade Inv management does not trade extensively for its return.
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) has a lower expense ratio than its Corporate Bond average: 0.21% vs 0.87%
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Long-Term Investment-Grade Inv Fund (VWESX) Weakness What we are cautious about Vanguard Long-Term Investment-Grade Inv (VWESX) Fund

Data for Vanguard Long-Term Investment-Grade Inv Fund (VWESX) as of May 30, 2016

  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) is less safe compared to its Corporate Bond peers
  • Vanguard Long-Term Investment-Grade Inv Fund (VWESX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.75 that is higher than category average of 4.51
See Vanguard Long-Term Investment-Grade Inv Fund (VWESX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Long-Term Investment-Grade Inv Fund (VWESX)Compare with other top Corporate Bond category mutual funds

Aadditional top Corporate Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Long-Term Investment-Grade Inv8.858.206.487.98
Morgan Stanley Inst Corporate Bond A (MIGAX)10.687.415.145.83Compare
Western Asset Corporate Bond I (SIGYX)5.282.914.655.54Compare
Payden Corporate Bond (PYACX)4.674.134.705.49Compare

See top fund managers for Corporate Bond Category Funds

 

Compare Vanguard Long-Term Investment-Grade Inv Fund (VWESX)Compare with Corporate Bond category ETFs

Some Corporate Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Long-Term Corporate Bond ETF (VCLT)9.19%6.65%5.84%
iShares 10+ Year Credit Bond (CLY)9.16%5.38%5.02%
PIMCO Investment Grade Corporate Bd ETF (CORP)6.10%4.37%4.08%
Vanguard Intermediate-Term Corp Bd ETF (VCIT)5.00%4.25%4.10%
FlexShares Credit-Scored US Corp Bd ETF (SKOR)3.56%3.30%NaN

 

Graph of Vanguard Long-Term Investment-Grade Inv Fund (VWESX) Net Asset TrackingVanguard Long-Term Investment-Grade Inv (VWESX) Fund Net Asset

Track net asset change of Vanguard Long-Term Investment-Grade Inv fund (VWESX)

DateNet Asset
05/2016$14.73B
03/2016$14.60B
02/2016$14.02B
More historic net asset information on Vanguard Long-Term Investment-Grade Inv Fund (VWESX)

  

Graph of Vanguard Long-Term Investment-Grade Inv Fund (VWESX) Portfolio TrackingVanguard Long-Term Investment-Grade Inv (VWESX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Long-Term Investment-Grade Inv fund (VWESX)

DateCashStockBondOther
03/20164.67%0%95.32%0%
12/20153.98%0%96.01%0%
09/20155.24%0%94.74%0%
Click here to see more historic asset allocation information on Vanguard Long-Term Investment-Grade Inv Fund (VWESX)

 

graph of Vanguard Long-Term Investment-Grade Inv Fund (VWESX) Top 10 Position TrackingTop 10 Holdings in Vanguard Long-Term Investment-Grade Inv (VWESX) Fund

Discover what Vanguard Long-Term Investment-Grade Inv Fund (VWESX) manager is buying

Mar 30, 2016
Ge Cap Intl Fdg 144A 4.418% [2.11%]
Anheuser Busch Inbev Fin 4.9% [1.65%]
US Treasury Bond 4.5% [1.41%]
Wells Fargo & Co New 5.606% [1.25%]
California St Go Bds 7.3% [1.06%]
Jpmorgan Chase 6.4% [0.82%]
Wal-Mart Stores 6.2% [0.78%]
Anheuser Busch Inbev Fin 4.7% [0.76%]
California St Go Bds 7.6% [0.74%]
Hsbc Hldgs 6.8% [0.71%]

Dec 30, 2015
Ge Cap Intl Fdg 144A 4.418% [2.16%]
US Treasury Bond 4.5% [1.47%]
Wells Fargo & Co New 5.606% [1.28%]
California St Go Bds 7.3% [1.08%]
Jpmorgan Chase 6.4% [0.83%]
Hsbc Hldgs 6.8% [0.78%]
Wal-Mart Stores 6.2% [0.77%]
California St Go Bds 7.6% [0.76%]
Metropolitan Transn Auth 7.336% [0.71%]
Medtronic 4.625% [0.68%]

Sep 29, 2015
US Treasury Bond 4.5% [1.32%]
Illinois St Go Bds 5.1% [1.29%]
Wells Fargo & Co New 5.606% [1.25%]
General Elec Cap Corp Mtn Be 6.75% [1.21%]
General Elec Cap Corp Mtn Be 5.875% [1.11%]
California St Go Bds 7.3% [1.08%]
Jpmorgan Chase 6.4% [0.8%]
California St Go Bds 7.6% [0.78%]
Hsbc Hldgs 6.8% [0.76%]
Wal-Mart Stores 6.2% [0.76%]
Click here for Stock Holding Change Map in Vanguard Long-Term Investment-Grade Inv Fund (VWESX)

  

Latest News on Vanguard Long-Term Investment-Grade Inv (VWESX) Fund

See what is happening with Vanguard Long-Term Investment-Grade Inv Fund (VWESX)

 

Vanguard Long-Term Investment-Grade Inv Fund (VWESX) Related ResourcesSee more information on Vanguard Long-Term Investment-Grade Inv (VWESX) Fund

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