| 36.80 Net Asset Value | -0.89% 1 Day | +8.75% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 0.25% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.51% | 3 years | +13.35% | |
| 3 months | +3.58% | 5 years | +6.19% | |
| 1 year | +20.85% | Since inception | +8.22% |
| VWELX | Category | |
|---|---|---|
| Performance 5-yr return | +6.19% | +4.79% |
| Expense ratio | 0.25% | 1.34% |
| Risk 5 year sharpe ratio | 0.53 | 0.36 |
| Net assets | $73.1B | $2.1B |
| Average market cap | $77.7B | $37.4B |
| Average P/E | 15.8 | 16.1 |
| Portfolio turnover | 31% | 31% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Edward Bousa / 12 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | $3,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.63% |
| Healthcare | 14.44% |
| Energy | 13.83% |
| Industrial materials | 13.39% |
| Consumer goods | 8.60% |
| XOM Exxon Mobil Corporation | 2.08% |
| WFC Wells Fargo & Co | 1.97% |
| PFE Pfizer Inc | 1.76% |
| VZ Verizon Communications Inc | 1.69% |
| JPM JPMorgan Chase & Co | 1.69% |
| MRK Merck & Co Inc | 1.61% |
| IBM International Business Machines Corp | 1.51% |
| CMCSA Comcast Corp Class A | 1.49% |
| JNJ Johnson & Johnson | 1.26% |
| CVX Chevron Corp | 1.22% |
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