VWELX - Vanguard Wellington Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD
39.60
+0.39 (+0.99%)
At close: 8:00PM EST
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Previous Close39.21
YTD Return4.42%
Expense Ratio (net)0.25%
CategoryAllocation--50% to 70% Equity
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingAverage
Sustainability Rating
Net Assets100.12B
Beta (3Y Monthly)1.01
Yield2.71%
5y Average ReturnN/A
Holdings Turnover34.00%
Last Dividend0.30
Average for CategoryN/A
Inception DateJul 1, 1929
  • The 6 Best Vanguard Funds to Own in a Bear Market
    Kiplingerlast month

    The 6 Best Vanguard Funds to Own in a Bear Market

    If you've built a solid portfolio of funds, the last thing you want to do is tear it apart and build a new one simply because the stock market is doing one of its periodic swan dives. But that doesn't mean you shouldn't tinker around the edges in a market that acts like it wants to go down. You might cut, say, 5% of your stock allocation and put the proceeds into a low-risk bond fund. If you think your investments need more rearranging, you might take your most volatile fund and replace it with a lower-risk offering. Where to look for a replacement? Vanguard funds include a fistful of first-rate defensive offerings that, while they'll still likely lose money in a bear market, they should still hold up better than most other funds. Here are the six best Vanguard funds to own in a bear market. Note: Some of these funds are only available directly from the low-cost provider. At the same time, if you use a discount broker, you may be able to buy cheaper Admiral shares without meeting Vanguard's minimum, which typically ranges from $10,000 to $50,000 depending on the fund. ### SEE ALSO: The 25 Best Low-Fee Mutual Funds You Can Buy

  • 4 Funds Worth Making the Extra Effort to Buy
    Kiplinger4 months ago

    4 Funds Worth Making the Extra Effort to Buy

    These members of the Kiplinger 25, the collection of our favorite no-load mutual funds, require new investors to jump some hurdles in order to buy initial shares -- but we think you should endure the hassle.

  • Kiplinger4 months ago

    Vanguard Wellington

    Symbol: VWELXExpense Ratio: 0.25%

  • Business Wire5 months ago

    E*TRADE Adds More Than 120 No-Load, No-Transaction-Fee Mutual Funds to Its Platform, Now Totaling More Than 4,400 Funds

    E*TRADE is the only major online broker to offer Vanguard mutual funds within its no-load, no-transaction-fee program

  • Hybrid Funds: Why Now Isn't the Best Time for These Alternative Investments
    Motley Foollast year

    Hybrid Funds: Why Now Isn't the Best Time for These Alternative Investments

    Get the scoop on how these funds work.