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Vanguard Wellington™ Inv (VWELX) Fund Ranking and Research

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

    Last Trade: $38.60 on 4/17/2014, Change: -0.01 (-0.03%)

 

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

Fund Manager Information

Fund Manager Tenure: 13.3 years
Similar Funds: VWENX 
Fund Family: Vanguard
Fund Category: Moderate Allocation
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.82)     (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 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 Mar 30, 2014

  • Vanguard Wellington™ Inv Fund (VWELX) management has been with Vanguard Wellington™ Inv Fund for 13.3 years
  • Vanguard Wellington™ Inv Fund (VWELX) has good short-term performance (1-year return 14.42% vs 12.61% Moderate Allocation category median performance)
  • Vanguard Wellington™ Inv Fund (VWELX) has good mid-term performance (3-year return 11.19% vs 8.62% Moderate Allocation category median performance)
  • Vanguard Wellington™ Inv Fund (VWELX) has good Long-term performance (5-year return 15.88% vs 14.57% Moderate Allocation 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 35.00% vs Moderate Allocation average of 57.86%. 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 8.16, lower than category average of 8.96
  • Vanguard Wellington™ Inv Fund (VWELX) has a lower expense ratio than its Moderate Allocation average: 0.26% vs 0.96%
  • 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 Mar 30, 2014

See Vanguard Wellington™ Inv Fund (VWELX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare Vanguard Wellington™ Inv Fund (VWELX)Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Wellington™ Inv2.3614.4211.1915.88
American Beacon Balanced A (ABFAX)2.8415.4311.3215.88Compare
American Funds Inc Fund of Amer R6 (RIDGX)2.7714.2311.2817.13Compare
American Beacon Balanced Y (ACBYX)2.9715.8711.7416.28Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare Vanguard Wellington™ Inv Fund (VWELX)Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P Growth Allocation (AOR)1.66%11.78%8.54%

 

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
03/2014$82.90B
02/2014$82.06B
01/2014$79.42B
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
12/20130.9%65.39%32.93%0.23%
09/20131.7%63.37%33.43%1.05%
06/20130.97%65.49%31.58%1.96%
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

Dec 30, 2013
Wells Fargo & Company Common St [2.19%]
Exxon Mobil Corporation Common [1.76%]
Merck & Company, Inc. Common St [1.72%]
JP Morgan Chase & Co. Common St [1.7%]
Microsoft Corporation [1.69%]
Verizon Communications Inc. Com [1.54%]
Comcast Corporation [1.42%]
Chevron Corporation Common Stoc [1.29%]
Ace Limited Common Stock [1.23%]
Prudential Financial, Inc. Comm [1.22%]

Sep 29, 2013
Wells Fargo & Company Common St [2.1%]
Merck & Company, Inc. Common St [1.71%]
Exxon Mobil Corporation Common [1.66%]
JP Morgan Chase & Co. Common St [1.61%]
Microsoft Corporation [1.5%]
Verizon Communications Inc. Com [1.5%]
International Business Machines [1.39%]
Comcast Corporation [1.38%]
Chevron Corporation Common Stoc [1.27%]
Johnson & Johnson Common Stock [1.22%]

Jun 29, 2013
Wells Fargo & Company Common St [2.18%]
Exxon Mobil Corporation Common [1.9%]
JP Morgan Chase & Co. Common St [1.86%]
Merck & Company, Inc. Common St [1.73%]
Microsoft Corporation [1.63%]
Verizon Communications Inc. Com [1.59%]
Comcast Corporation [1.38%]
International Business Machines [1.34%]
Johnson & Johnson Common Stock [1.25%]
US Treasury Note 0.125% [1.23%]
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