Vanguard Wellington Inv (VWELX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.26%|
Performance & Risk
|5y Avg Return:||13.95%|
|Rank in Category (ytd):||19|
|% Rank in Category (ytd):||2.17%|
|Morningstar Risk Rating:||2|
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