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    Vanguard Wellington Inv (VWELX)

    39.45 Up 0.21(0.54%) Jul 29
    Prev Close:39.24
    YTD Return*:0.30%
    Net Assets*:88.97B
    Yield*:2.47%

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.35N/A
    MRK1.84N/A
    VZ1.57N/A
    MSFT1.55N/A
    CMCSA1.54N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:88.97B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.26%

    Performance & Risk

    YTD Return:0.30%
    5y Avg Return:12.07%
    Rank in Category (ytd):81
    % Rank in Category (ytd):8.61%
    Beta (3y):0.98
    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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