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    Vanguard Wellington Inv (VWELX)

    37.74 Up 0.41(1.10%) Jun 29
    Prev Close:37.33
    YTD Return*:4.20%
    Net Assets*:89.89B
    Yield*:2.53%

    * As of 31-May-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.31N/A
    MSFT2.19N/A
    MRK1.96N/A
    VZ1.86N/A
    CMCSA1.85N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:89.89B
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):0.26%

    Performance & Risk

    YTD Return:4.20%
    5y Avg Return:8.50%
    Rank in Category (ytd):15
    % Rank in Category (ytd):1.58%
    Beta (3y):1.03
    Morningstar Risk Rating:3

    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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