Vanguard Wellington Inv (VWELX)
37.68 
0.19(0.51%) May 17
| Prev Close: | 37.49 |
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| YTD Return*: | 4.40% |
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| Net Assets*: | 68.86B |
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| Yield*: | 2.69% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- Beware of Pandering in the Income PatchMorningstar(Thu, Apr 11)
- Vanguard to Merge Florida Tax-Exempt Fund, Trims Wellington Expense Ratioat Barrons.com(Wed, Mar 27)
- Just How 'Core' Is iShares' 'Core' Series of ETFs?Morningstar(Fri, Mar 15)
- Vanguard closes Wellington Fund to many new accountsat Reuters(Thu, Feb 28)
- Vanguard closes Wellington Fund to many new accountsReuters(Thu, Feb 28)
- UPDATE 1-Vanguard closes Wellington Fund to many new accountsat Reuters(Thu, Feb 28)
- Vanguard to Close Wellington Fund to Some Investorsat Bloomberg(Thu, Feb 28)
- Vanguard Wellington Fund Closes to New Institutional Investorsat Barrons.com(Thu, Feb 28)
- [video] Index Powerhouse Vanguard Gets Activeat TheStreet(Thu, Feb 7)
- Soros Joined Och-Ziff Betting on AIG Before Sandy Struckat Bloomberg(Thu, Nov 15)
Reports
- No Reports available for VWELX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| XOM | 2.20 | 3.99 |
| WFC | 1.99 | 4.27 |
| PFE | 1.82 | 10.17 |
| JPM | 1.71 | 11.92 |
| US Treasury Note 0.25% | 1.70 | 8.16 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 68.86B |
| Category: | Moderate Allocation |
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| Annual Report Expense Ratio (net): | 0.25% |
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Performance & Risk
| YTD Return: | 4.40% |
| 5y Avg Return: | 5.93% |
| Rank in Category (ytd): | 17 |
| % Rank in Category (ytd): | 1.67% |
| Beta (3y): | 0.98 |
| Morningstar Risk Rating: | 3 |
Fund Summary
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.
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