VWELX - Vanguard Wellington Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD

Vanguard Wellington Inv

Vanguard Wellington Fund

Po Box 2600 V26

Valley Forge PA 19482

800-662-7447
Management Information
Edward P. Bousa,Lead Manager since December 30, 2002
Mr. Bousa is Senior Managing Director and Equity Portfolio Manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Edward received his MBA from Harvard Business School (1984) and his BA from Williams College (1980). Bousa is a Chartered Financial Analyst.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyVanguard
Net Assets105.69B
YTD Return3.60%
Yield2.45%
Morningstar Rating★★★★★
Inception DateJun 30, 1929

Fund Operations

Last Dividend0.10
Last Cap Gain0.00
Holdings Turnover30.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVWELXCategory Average
Annual Report Expense Ratio (net)0.25%0.82%
Prospectus Net Expense Ratio0.25%N/A
Prospectus Gross Expense Ratio0.25%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.79%
3 Yr Expense Projection80N/A
5 Yr Expense Projection141N/A
10 Yr Expense Projection318N/A