• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.20% Nasdaq Down 0.17%

    Vanguard Wellington Inv (VWELX)

    39.97 Up 0.24(0.60%) May 27
    Prev Close:39.97
    YTD Return*:1.95%
    Net Assets*:90.78B
    Yield*:2.39%

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.352.30
    MRK1.847.57
    VZ1.5710.35
    MSFT1.554.52
    CMCSA1.542.15

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:90.78B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.26%

    Performance & Risk

    YTD Return:1.95%
    5y Avg Return:10.72%
    Rank in Category (ytd):73
    % Rank in Category (ytd):7.62%
    Beta (3y):0.95
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback