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Vanguard Wellington Inv (VWELX)

41.00 0.00(0.00%) Nov 25

Profile as of Oct 30, 2014Get Profile for:
Vanguard Wellington Inv
Po Box 2600V26Valley Forge PA 19482
Phone: 800-662-7447
Fund Overview 
Category:Moderate Allocation
Fund Family:Vanguard
Net Assets:87.79B
Year-to-Date Return:8.14%
Morningstar Rating:5 stars
Fund Inception Date:1929-07-01
Morningstar Style Box 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Edward P. Bousa
Lead Manager since Dec 31, 2002
Mr. Bousa is vice president and portfolio manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Edward received his MBA from Harvard Business School (1984) and his BA from Williams College (1980). Bousa is a Chartered Financial Analyst.
Investment Information 
Min Initial Investment:3,000
Min Initial Investment, IRA:3,000
Min Initial Investment, AIP:N/A
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:N/A
VWELX can be purchased from 102 brokerages.

Fund Summary 
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

Fund Operations 
Last Dividend (Sep 18, 2014) : 0.24
Last Cap Gain : 0.00
Annual Holdings Turnover (Nov 24, 2014) : 35.00%
Average for Category:38.22%
Fees & Expenses 
ExpenseVWELXCategory Avg
Annual Report Expense Ratio (net):0.26%0.93%
Prospectus Net Expense Ratio:0.26%N/A
Prospectus Gross Expense Ratio:0.26%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.28%
Max Deferred Sales Load: N/A2.47%
3 Yr Expense Projection*:84576
5 Yr Expense Projection*:146884
10 Yr Expense Projection*:3311,757
* Per $10,000 invested