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Vanguard Wellington Inv (VWELX)

41.13 Up 0.13(0.32%) Nov 26
Prev Close:41.00
YTD Return*:8.14%
Net Assets*:87.79B
Yield*:2.35%

* As of 31-Oct-14

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

Top Holdings

Symbol% AssetsYTD Return %
WFC2.3419.76
MRK1.9020.36
MSFT1.8129.06
CMCSA1.708.29
VZ1.696.90

Fund Basics

Morningstar Overall Rating:
Total Assets:87.79B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.26%

Performance & Risk

YTD Return:8.14%
5y Avg Return:11.98%
Rank in Category (ytd):10
% Rank in Category (ytd):1.15%
Beta (3y):0.89
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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