Advertisement
Advertisement
U.S. markets close in 4 hours 57 minutes
Advertisement
Advertisement
Advertisement
Advertisement

Vanguard Wellington Income Fund (VWELX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
41.38-0.39 (-0.93%)
As of 08:06AM EST. Market open.
Advertisement

Vanguard Wellington Income Fund

Vanguard Wellington Fund

Po Box 2600 V26

Valley Forge PA 19482

Management Information
Daniel J. Pozen,Lead Manager since March 27, 2019
Daniel J. Pozen, Senior Managing Director and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1999, has been with Wellington Management since 2006. Education: B.A., Williams College; M.B.A., Dartmouth College (Tuck).
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
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 Assets109.27B
YTD Return-17.79%
YieldN/A
Morningstar Rating★★★★
Inception DateJun 30, 1929

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseVWELXCategory Average
Annual Report Expense Ratio (net)0.00%0.84%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
Advertisement
Advertisement