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Vanguard Wellington Inv (VWELX)

39.75 Down 0.07(0.18%) Sep 29
Prev Close:39.75
YTD Return*:7.95%
Net Assets*:87.64B
Yield*:2.31%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
WFC2.3415.79
MRK1.8321.22
CMCSA1.686.28
CVX1.674.62
VZ1.634.52

Fund Basics

Morningstar Overall Rating:
Total Assets:87.64B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.26%

Performance & Risk

YTD Return:7.95%
5y Avg Return:12.40%
Rank in Category (ytd):15
% Rank in Category (ytd):1.71%
Beta (3y):0.92
Morningstar Risk Rating:2

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. View More
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