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    Vanguard Wellington Inv (VWELX)

    39.45 Up 0.07(0.18%) Jan 26
    Prev Close:39.38
    YTD Return*:9.82%
    Net Assets*:88.75B
    Yield*:2.45%

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.34-0.22
    MRK1.900.70
    MSFT1.810.67
    CMCSA1.70-1.14
    VZ1.690.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:88.75B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.26%

    Performance & Risk

    YTD Return:9.82%
    5y Avg Return:11.25%
    Rank in Category (ytd):11
    % Rank in Category (ytd):1.27%
    Beta (3y):0.89
    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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