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Vanguard Wellington Inv (VWELX) Fund Ranking and Research

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

    Last Trade: $37.71 on 8/31/2015, Change: -0.22 (-0.58%)

 

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

Fund Manager Information

Fund Manager Tenure: 12.7 years
Similar Funds: VWENX 
Fund Family: Vanguard
Fund Category: Moderate Allocation
Fund Performance: Jul 30, 2015
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 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 Jul 30, 2015

  • Vanguard Wellington Inv Fund (VWELX) management has been with Vanguard Wellington Inv Fund for 12.7 years
  • Vanguard Wellington Inv Fund (VWELX) has good short-term performance (1-year return 6.41% vs 5.00% Moderate Allocation category median performance)
  • Vanguard Wellington Inv Fund (VWELX) has good mid-term performance (3-year return 11.81% vs 10.10% Moderate Allocation category median performance)
  • Vanguard Wellington Inv Fund (VWELX) has good Long-term performance (5-year return 11.29% vs 9.59% 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
  • Vanguard Wellington Inv Fund (VWELX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.58, lower than category average of 5.91
  • Vanguard Wellington Inv Fund (VWELX) has a lower expense ratio than its Moderate Allocation average: 0.26% vs 0.89%
  • 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 Jul 30, 2015

  • Vanguard Wellington Inv Fund (VWELX) has an annual stock turnover rate of 71.00% that is higher than the Moderate Allocation average of 43.56%. This could mean Vanguard Wellington Inv is more nimble, but also signal potential high tax impact and high trading fees
See Vanguard Wellington Inv Fund (VWELX) performance details as of Jul 30, 2015

 

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 Inv2.096.4111.8111.29
American Funds American Balanced R6 (RLBGX)2.438.1112.6312.51Compare
VY Invesco Equity and Income S2 (IVIPX)2.175.9312.9711.15Compare
Thrivent Balanced Income Plus I (IBBFX)3.125.8011.6310.56Compare

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 Core Growth Allocation (AOR)2.38%5.05%9.71%
AdvisorShares Global Echo ETF (GIVE)-0.31%4.44%8.01%
SPDR SSgA Income Allocation ETF (INKM)-0.62%1.01%5.09%
Multi-Asset Diversified Income ETF (MDIV)-2.82%-2.29%NaN
AdvisorShares Pring Turner Bus Cycle ETF (DBIZ)-2.49%-11.47%NaN

 

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
07/2015$90.23B
05/2015$90.91B
04/2015$90.78B
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
03/20150.69%63.16%35.5%0.44%
12/20141.95%64.27%33.01%0.56%
09/20140.89%63.99%34.61%0.31%
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, 2015
Wells Fargo & Company Common St [2.35%]
Merck & Company, Inc. Common St [1.84%]
Verizon Communications Inc. Com [1.57%]
Microsoft Corporation [1.55%]
Comcast Corporation [1.54%]
JP Morgan Chase & Co. Common St [1.53%]
CVS Health Corporation Common S [1.44%]
Apple Inc. [1.37%]
Exxon Mobil Corporation Common [1.34%]
Chevron Corporation Common Stoc [1.34%]

Dec 30, 2014
Wells Fargo & Company Common St [2.34%]
Merck & Company, Inc. Common St [1.9%]
Microsoft Corporation [1.81%]
Comcast Corporation [1.7%]
Verizon Communications Inc. Com [1.69%]
JP Morgan Chase & Co. Common St [1.64%]
Exxon Mobil Corporation Common [1.63%]
Chevron Corporation Common Stoc [1.55%]
Johnson & Johnson Common Stock [1.32%]
CVS Health Corporation Common S [1.21%]

Sep 29, 2014
Wells Fargo & Company Common St [2.34%]
Merck & Company, Inc. Common St [1.9%]
Microsoft Corporation [1.81%]
Comcast Corporation [1.7%]
Verizon Communications Inc. Com [1.69%]
JP Morgan Chase & Co. Common St [1.64%]
Exxon Mobil Corporation Common [1.63%]
Chevron Corporation Common Stoc [1.55%]
Johnson & Johnson Common Stock [1.32%]
CVS Health Corporation Common S [1.21%]
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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