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    Vanguard Wellington Inv (VWELX)

    35.20 Down 0.26(0.73%) Feb 5

    Profile as of Jan 30, 2016Get Profile for:
    Vanguard Wellington Inv
    Vanguard Wellington FundPo Box 2600 V26Valley Forge PA 19482
    Phone: 800-662-7447
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Vanguard
    Net Assets:84.16B
    Year-to-Date Return:-2.77%
    Morningstar Rating:5 stars
    Fund Inception Date:1929-07-01
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    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:1
    Min Subsequent Investment, IRA:1
    Min Subsequent Investment, AIP:N/A
    VWELX can be purchased from 106 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 (Dec 23, 2015) : 0.11
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 2, 2016) : 39.00%
    Average for Category:39.57%
    Fees & Expenses 
    ExpenseVWELXCategory Avg
    Annual Report Expense Ratio (net):0.26%0.89%
    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/A5.22%
    Max Deferred Sales Load: N/A2.31%
    3 Yr Expense Projection*:84545
    5 Yr Expense Projection*:146849
    10 Yr Expense Projection*:3311,695
    * Per $10,000 invested