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Vanguard Wellington Inv (VWELX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Wellington Inv (VWELX) Fund

    Last Trade: $40.13 on 12/9/2016, Change: +0.15 (0.38%)

 

Graph of Vanguard Wellington Inv Fund (VWELX) ManagerFund Manager - Edward P. Bousa

Fund Manager Information

Fund Manager Tenure: 14.0 years
Similar Funds: VWENX 
Fund Family: Vanguard
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Honorable Mentioning: US News (2011), Money Magazine (2011),
Mr. Bousa is vice president and portfolio manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Bousa is a Chartered Financial Analyst.  Get more insights on Edward P. Bousa

 

Graph of Vanguard Wellington Inv Fund (VWELX) ProfileVanguard Wellington Inv Fund (VWELX) Profile

Fund Profile and Description

Vanguard Wellington Inv Fund seeks to provide long-term capital appreciation and reasonable current income. Vanguard Wellington Inv Fund invests 60% to 70% of assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established, medium-size and large companies. It invests 30% to 40% of the fund's assets mainly in fixed income securities. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

 

Vanguard Wellington Inv (VWELX) Fund Strength What we like about Vanguard Wellington Inv (VWELX) Fund

Data for Vanguard Wellington Inv Fund (VWELX) as of May 30, 2016

  • Vanguard Wellington Inv Fund (VWELX) management has been with Vanguard Wellington Inv Fund for 14.0 years
  • Vanguard Wellington Inv Fund (VWELX) has good short-term performance (1-year return 1.93% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Vanguard Wellington Inv Fund (VWELX) has good mid-term performance (3-year return 7.53% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Vanguard Wellington Inv Fund (VWELX) has good Long-term performance (5-year return 8.50% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Vanguard Wellington Inv Fund (VWELX) ratio of up-years vs down years is greater than 2
  • Vanguard Wellington Inv Fund (VWELX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Wellington Inv Fund (VWELX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Wellington Inv Fund (VWELX) has an annual stock turnover rate of 39.00% vs Allocation--50% to 70% Equity average of 53.61%. It is good that Vanguard Wellington Inv management does not trade extensively for its return.
  • Vanguard Wellington Inv Fund (VWELX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.58, lower than category average of 7.71
  • Vanguard Wellington Inv Fund (VWELX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.26% vs 0.85%
  • Vanguard Wellington Inv Fund (VWELX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Wellington Inv Fund (VWELX) Weakness What we are cautious about Vanguard Wellington Inv (VWELX) Fund

Data for Vanguard Wellington Inv Fund (VWELX) as of May 30, 2016

  • Vanguard Wellington Inv Fund (VWELX) is less safe compared to its Allocation--50% to 70% Equity peers
See Vanguard Wellington Inv Fund (VWELX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Wellington Inv Fund (VWELX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Wellington Inv4.201.937.538.50
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare Vanguard Wellington Inv Fund (VWELX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Vanguard Wellington Inv Fund (VWELX) Net Asset TrackingVanguard Wellington Inv (VWELX) Fund Net Asset

Track net asset change of Vanguard Wellington Inv fund (VWELX)

DateNet Asset
05/2016$89.89B
03/2016$87.95B
02/2016$83.83B
More historic net asset information on Vanguard Wellington Inv Fund (VWELX)

  

Graph of Vanguard Wellington Inv Fund (VWELX) Portfolio TrackingVanguard Wellington Inv (VWELX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Wellington Inv fund (VWELX)

DateCashStockBondOther
03/20160.99%65.31%33.18%0.51%
12/20150.98%64.84%33.93%0.21%
09/20150.59%63.85%35.51%0.01%
Click here to see more historic asset allocation information on Vanguard Wellington Inv Fund (VWELX)

 

graph of Vanguard Wellington Inv Fund (VWELX) Top 10 Position TrackingTop 10 Holdings in Vanguard Wellington Inv (VWELX) Fund

Discover what Vanguard Wellington Inv Fund (VWELX) manager is buying

Mar 30, 2016
Wells Fargo & Company Common St [2.31%]
Microsoft Corporation [2.19%]
Merck & Company, Inc. Common St [1.96%]
Verizon Communications Inc. Com [1.86%]
Comcast Corporation [1.85%]
Alphabet Inc. [1.6%]
Chevron Corporation Common Stoc [1.6%]
JP Morgan Chase & Co. Common St [1.52%]
Intel Corporation [1.44%]
D/B/A Chubb Limited New Common [1.44%]

Dec 30, 2015
Wells Fargo & Company Common St [2.55%]
Microsoft Corporation [2.33%]
Merck & Company, Inc. Common St [1.92%]
JP Morgan Chase & Co. Common St [1.67%]
Alphabet Inc. [1.67%]
Verizon Communications Inc. Com [1.64%]
Comcast Corporation [1.62%]
Intel Corporation [1.54%]
Chevron Corporation Common Stoc [1.52%]
D/B/A Chubb Limited New Common [1.46%]

Sep 29, 2015
Wells Fargo & Company Common St [2.49%]
Microsoft Corporation [1.97%]
Merck & Company, Inc. Common St [1.76%]
Comcast Corporation [1.62%]
Verizon Communications Inc. Com [1.59%]
JP Morgan Chase & Co. Common St [1.58%]
Chevron Corporation Common Stoc [1.43%]
Intel Corporation [1.39%]
Alphabet Inc. [1.38%]
CVS Health Corporation Common S [1.38%]
Click here for Stock Holding Change Map in Vanguard Wellington Inv Fund (VWELX)

  

Latest News on Vanguard Wellington Inv (VWELX) Fund

See what is happening with Vanguard Wellington Inv Fund (VWELX)

 

Vanguard Wellington Inv Fund (VWELX) Related ResourcesSee more information on Vanguard Wellington Inv (VWELX) Fund

Popular pages on Vanguard Wellington Inv (VWELX) Fund

  

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