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Vanguard Wellington Inv (VWELX)

40.38 Up 0.04(0.10%) Aug 27
Prev Close:40.34
YTD Return*:5.36%
Net Assets*:85.67B
Yield*:2.37%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
WFC2.2912.33
MRK1.8615.24
MSFT1.7016.07
JPM1.69-1.44
VZ1.644.64

Fund Basics

Morningstar Overall Rating:
Total Assets:85.67B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.26%

Performance & Risk

YTD Return:5.36%
5y Avg Return:12.45%
Rank in Category (ytd):13
% Rank in Category (ytd):1.49%
Beta (3y):0.94
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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