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Vanguard Long-Term Investment-Grade Fund Investor Shares – VWESX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.970.09 (+0.83%)10.04 - 11.340.0

Market data as of 6:06PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - VWESX

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; 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.

Growth of $10,000 (10 Years)

Total Return8.72%
Yield (Trailing 12 Mo.)4.17%
Expense Ratio0.22%
Front LoadNone
Deferred LoadNone
Minimum Investment$3,000
Management Tenure7 Years
Fund Inception07/09/1973

Trailing Total Returns - VWESX

as of 02/28/2015
TimeframeVWESXS&P 500Corporate Bond
1 Month-2.95%5.75%-0.53%
3 Month4.35%2.31%1.74%
1 Year14.64%15.51%5.97%
3 Year7.44%18.00%4.89%
5 Year10.30%16.18%6.45%
10 Year7.34%7.99%5.52%
Since Inception8.72%10.71%--

Sector Allocation - VWESX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - VWESX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$16.55B
Total Stock Holdings0
Total Bond Holdings754

Bond Credit Quality - VWESX

as of 02/28/2015
Below B0.00%
Not Rated1.50%

Top Ten Holdings - VWESX

as of 02/28/2015
CompanyYTD Return% of Assets
US Treasury Bond 4.5%--1.30%
Wells Fargo & Co New 5.606%--1.13%
Illinois St Go Bds 5.1%--1.12%
General Elec Cap Corp Mtn Be 6.75%--1.09%
California St Go Bds 7.3%--1.01%
General Elec Cap Corp Mtn Be 5.875%--0.98%
At&T 5.35%--0.93%
Hsbc Hldgs 6.8%--0.75%
California St Go Bds 7.6%--0.74%
Jpmorgan Chase 6.4%--0.74%

Valuation & Growth - VWESX

as of 02/28/2015
ValuationVWESXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - VWESX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - VWESX, 3 Year Avg

Pretax Return7.44%
Tax-adjusted Return5.16%
Tax Cost Ratio2.13%
Potential Cap Gains15.63%

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