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    Vanguard Wellington Inv (VWELX)

    39.79 Down 0.15(0.38%) Mar 3
    Prev Close:39.79
    YTD Return*:-1.38%
    Net Assets*:87.72B
    Yield*:2.49%

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.42-3.67
    MSFT1.78-11.13
    MRK1.787.20
    CMCSA1.68-6.85
    JPM1.60-10.72

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:87.72B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.26%

    Performance & Risk

    YTD Return:-1.38%
    5y Avg Return:11.33%
    Rank in Category (ytd):80
    % Rank in Category (ytd):8.75%
    Beta (3y):0.92
    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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