Vanguard Wellington Inv (VWELX)
39.11 0.02(0.05%) Dec 10
* As of 31-Oct-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.25%|
Performance & Risk
|5y Avg Return:||13.28%|
|Rank in Category (ytd):||25|
|% Rank in Category (ytd):||2.8%|
|Morningstar Risk Rating:||3|
The investment seeks to provide long-term capital appreciation and reasonable 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 and mid-size companies. The advisor seeks those that appear to be undervalued but have prospects for improvement. The remaining 30% to 40% of the assets are invested mainly in fixed income securities that the advisor believes will generate a reasonable 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