The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGWIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VGWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VGWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A sound global allocation fund.
Stephen Margaria
Analyst
Summary
Vanguard Global Wellesley Income’s disciplined, bottom-up investment process and low fees make it an attractive conservative allocation fund.