Vanguard Long Term Investment Grade Fund

Class Inv (VWESX)

7.8 in Long-Term Bond

U.S. News evaluated 31 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

Read about the U.S. News Score

Terms & Conditions

Scorecard
Morningstar 3 / 5 Stars
Lipper 5 5 1 5 1
Zacks Investment Research 1 (Strong Buy)
Standard & Poor's 5 / 5 Stars
TheStreet.com C+ (Hold)

Fund Overview

The investment seeks to provide a high and sustainable level of current income. The 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. High-quality fixed income securities are those rated the equivalent of A3 or better by Moody's Investors Service; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. The fund's dollar-weighted average maturity is expected to fall within a range that is five years shorter than or five years longer than that of its benchmark index.

Trailing Returns Updated 03.31.2012
Year to date 0.4%
1 Year 17.6%
3 Years (Annualized) 15.6%
5 Years (Annualized) 8.4%
10 Years (Annualized) 7.9%

Performance

The fund has returned 17.56 percent over the past year, 15.60 percent over the past three years, 8.37 percent over the past five years, and 7.93 percent over the past decade.

Hypothetical Growth of $10,000

Updated 03.31.2012

See more VWESX performance

Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 0.0 0.0
Bonds 90.49 90.49
Other 0.0 0.0
Foreign Bonds 9.51 9.51
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2011

Top Holdings

Performance as of 03.31.2012

Portfolio as of 12.31.2011

% Net Assets
Illinois St Go Bds 5.1% 1.59
California St Go Bds 7.3% 1.42
General Elec Cap Corp Mtn Be 6.75% 1.26
Bank Of America Mortgage 1.25
Goldman Sachs Grp 6.75% 1.15

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Fees

Vanguard Long Term Investment Grade Fund has an expense ratio of 0.22 percent.

Expenses

Low (within category)

Updated 04.04.2012

Fees per $10,000.00
3 Years $77.00
5 Years $135.00
10 Years $306.00

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Risk

Morningstar Risk Rating

Average (within category)

Updated 03.31.2012

Other Risk Measurements Standard Index
BarCap US Agg Bond TR USD
3YR R-Squared 55.38
3YR Beta 2.33
3YR Alpha -0.46

See more VWESX risk

Top Rated

Other highly-rated funds in this category:

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High Performing

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