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    Vanguard Wellington Inv (VWELX)

    39.17 Up 0.08(0.20%) Mar 27
    Prev Close:39.09
    YTD Return*:1.84%
    Net Assets*:90.71B
    Yield*:2.41%

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.421.97
    MSFT1.78-4.87
    MRK1.783.15
    CMCSA1.683.59
    JPM1.60-0.66

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:90.71B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.26%

    Performance & Risk

    YTD Return:1.84%
    5y Avg Return:11.71%
    Rank in Category (ytd):86
    % Rank in Category (ytd):9%
    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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