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Vanguard Wellington™ Inv (VWELX)

38.79 Up 0.07(0.18%) Apr 22
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Prev Close:38.72
YTD Return*:2.36%
Net Assets*:82.90B
Yield*:2.43%

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
WFC2.1910.29
XOM1.76-2.81
MRK1.7213.51
JPM1.704.39
MSFT1.6911.47

Fund Basics

Morningstar Overall Rating:
Total Assets:82.9B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.26%

Performance & Risk

YTD Return:2.36%
5y Avg Return:15.88%
Rank in Category (ytd):18
% Rank in Category (ytd):1.95%
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
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