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Vanguard Wellington™ Inv (VWELX) Fund Ranking and Research

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

    Last Trade: $40.16 on 7/21/2014, Change: -0.04 (-0.1%)

 

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

Fund Manager Information

Fund Manager Tenure: 13.6 years
Similar Funds: VWENX 
Fund Family: Vanguard
Fund Category: Moderate Allocation
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.81)     (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 Jun 29, 2014

  • Vanguard Wellington™ Inv Fund (VWELX) management has been with Vanguard Wellington™ Inv Fund for 13.6 years
  • Vanguard Wellington™ Inv Fund (VWELX) has good short-term performance (1-year return 17.18% vs 16.24% Moderate Allocation category median performance)
  • Vanguard Wellington™ Inv Fund (VWELX) has good mid-term performance (3-year return 12.32% vs 9.83% Moderate Allocation category median performance)
  • Vanguard Wellington™ Inv Fund (VWELX) has good Long-term performance (5-year return 13.95% vs 12.52% 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 58.13%. 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 7.94, 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 Jun 29, 2014

See Vanguard Wellington™ Inv Fund (VWELX) performance details as of Jun 29, 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™ Inv6.4517.1812.3213.95
American Beacon Balanced A (ABFAX)6.7216.6012.7214.02Compare
American Funds Inc Fund of Amer R6 (RIDGX)7.0818.1012.3815.39Compare
American Beacon Balanced Y (ACBYX)6.9617.0713.1614.42Compare

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)5.49%16.44%9.57%

 

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
06/2014$86.56B
03/2014$82.90B
02/2014$82.06B
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
03/20142.35%63.28%32.82%1.07%
12/20130.9%65.39%32.93%0.23%
09/20131.7%63.37%33.43%1.05%
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, 2014
Wells Fargo & Company Common St [2.29%]
Merck & Company, Inc. Common St [1.86%]
Microsoft Corporation [1.7%]
JP Morgan Chase & Co. Common St [1.69%]
Verizon Communications Inc. Com [1.64%]
Exxon Mobil Corporation Common [1.62%]
Chevron Corporation Common Stoc [1.4%]
Comcast Corporation [1.31%]
Johnson & Johnson Common Stock [1.24%]
FNMA [1.19%]

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%]
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