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 Dow Down 0.19% Nasdaq Up 0.45%

Vanguard Wellington Inv (VWELX)

40.02 Down 0.07(0.17%) Jul 30
Prev Close:40.09
YTD Return*:6.45%
Net Assets*:86.56B
Yield*:2.34%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
WFC2.2917.56
MRK1.8618.66
MSFT1.7013.42
JPM1.690.43
VZ1.642.63

Fund Basics

Morningstar Overall Rating:
Total Assets:86.56B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.26%

Performance & Risk

YTD Return:6.45%
5y Avg Return:13.95%
Rank in Category (ytd):19
% Rank in Category (ytd):2.17%
Beta (3y):0.94
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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