May 27, 2018 2:25 AM ET

Capital Markets

Company Overview of Vanguard Convertible Securities Fund

Company Overview

Vanguard Convertible Securities Fund is an open-ended fixed income mutual fund launched by The Vanguard Group, Inc. The fund is managed by Oaktree Capital Management, L.P. It invests in the fixed income markets across the globe. The fund invests in convertible securities with an average credit quality of Ba3/BB- and an average effective duration of 4.4 years. It employs fundamental analysis with a bottom-up security selection approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Bank of America Merrill Lynch All US Convertibles Index, Convertible Securities Funds Average, and a composite index comprising of 70% Bank of America Merrill Lynch All US...

333 South Grand Avenue

28th Floor

Los Angeles, CA 90071

United States

Founded in 1986

Key Executives for Vanguard Convertible Securities Fund

Chief Executive Officer, President and Trustee
Age: 60
Managing Director of Institutional Investor Group
Portfolio Manager
Portfolio Manager
MD & Co-Portfolio Manager
Compensation as of Fiscal Year 2017.

Vanguard Convertible Securities Fund Key Developments

Vanguard Admiral Funds, Vanguard Bond Index Funds, Vanguard CMT Funds, Vanguard California Tax-Free Funds, Vanguard Charlotte Funds, Vanguard Chester Funds, Vanguard Convertible Securities Fund, Vanguard Explorer Fund, Vanguard Fenway Funds, Vanguard Fixed Income Securities Funds, Special/Extraordinary Shareholders Meeting, Nov 15, 2017

Vanguard Admiral Funds, Vanguard Bond Index Funds, Vanguard CMT Funds, Vanguard California Tax-Free Funds, Vanguard Charlotte Funds, Vanguard Chester Funds, Vanguard Convertible Securities Fund, Vanguard Explorer Fund, Vanguard Fenway Funds, Vanguard Fixed Income Securities Funds, Special/Extraordinary Shareholders Meeting, Nov 15, 2017, at 08:00 US Mountain Standard Time. Location: DoubleTree Paradise Valley Scottsdale 5401 N. Scottsdale Rd Scottsdale Arizona United States Agenda: To elect trustees for the fund; to approve a manager of managers arrangement with third-party investment advisors; to approve a manager of managers arrangement with wholly-owned subsidiaries of Vanguard; to change the investment objective of Vanguard REIT Index Fund and Vanguard Variable Insurance Fund-REIT Index Portfolio; to reclassify the diversification status of Vanguard REIT Index Fund to nondiversified; to adopt the Funds' Service Agreement for Vanguard Institutional Index Fund and Vanguard Institutional Total Stock Market Index Fund; and to consider any others.

Vanguard Convertible Securities Fund, Annual General Meeting, Nov 15, 2017

Vanguard Convertible Securities Fund, Annual General Meeting, Nov 15, 2017. Agenda: To consider and elect a board of trustees for each fund; to enable all US-based Vanguard funds to enter into investment advisory agreements with one or more third-party investment advisors without obtaining additional shareholder approval; to consider enable all US-based Vanguard funds to enter into investment advisory agreements with Vanguard subsidiaries without obtaining additional shareholder approval; to consider broaden the investment objective for Vanguard REIT Index Fund and Vanguard Variable Insurance Fund REIT Index Portfolio to allow for investments in real estate-related investments beyond real estate investment trusts (REITs); to consider and reclassify Vanguard REIT Index Fund to ‘nondiversified’ from ‘diversified’ as defined by the US Investment Company Act of 1940; and to consider others.

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