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Vanguard Wellington™ Fund Investor Shares (VWELX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
Expense Ratio
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+0.39% 3 years+6.86%
3 months-0.34% 5 years+10.36%
1 year+6.92% Since inception+8.20%
Data through --

Peer Comparisonvs. Allocation--50% to 70% equity

Performance 5-yr return+10.36%+9.22%
Expense ratio0.26%1.19%
Risk 5 year sharpe ratio1.501.18
Net assets$92.2B$2.7B
Average market cap$98.6B$52.0B
Average P/E17.519.3
Portfolio turnover39%39%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureEdward Bousa / 13 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock56.56%
Fixed income32.90%
International stock9.46%
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 Fargo2.14%
MRK Merck2.11%
MSFT Microsoft2.01%
CMCSA Comcast1.94%
VZ Verizon1.77%
CVX Chevron1.74%
GOOGL Google1.58%
JPM JPMorgan Chase1.58%
CB Chubb Ltd1.57%
INTC Intel1.52%

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