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Vanguard Wellington™ Fund Investor Shares (VWELX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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.


1 month+2.58% 3 years+8.89%
3 months-2.29% 5 years+9.57%
1 year+1.68% Since inception+8.18%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+9.57%+7.33%
Expense ratio0.26%1.25%
Risk 5 year sharpe ratio1.340.91
Net assets$85.9B$2.7B
Average market cap$103.7B$46.1B
Average P/E17.818.3
Portfolio turnover71%71%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureEdward Bousa / 12 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00


U.S. stock57.10%
Fixed income33.88%
International stock7.04%
Top 5 Sectors
Portfolio weighting
Financial service 17.63%
Healthcare 14.44%
Energy 13.83%
Industrial materials 13.39%
Consumer goods 8.60%
Top 10 Holdings
Portfolio weighting
WFC Wells Fargo2.49%
MRK Merck1.84%
MSFT Microsoft1.77%
CMCSA Comcast1.66%
JPM JPMorgan Chase1.64%
VZ Verizon1.52%
CVS CVS Caremark1.40%
CVX Chevron1.40%
AAPL Apple1.39%
XOM Exxon Mobil1.33%

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