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Vanguard Wellington Inv (VWELX) Fund Ranking and Research

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

    Last Trade: $40.31 on 9/16/2014, Change: +0.16 (0.4%)

 

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

Fund Manager Information

Fund Manager Tenure: 13.7 years
Similar Funds: VWENX 
Fund Family: Vanguard
Fund Category: Moderate Allocation
Fund Performance: Jul 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 Jul 30, 2014

  • Vanguard Wellington Inv Fund (VWELX) management has been with Vanguard Wellington Inv Fund for 13.7 years
  • Vanguard Wellington Inv Fund (VWELX) has good short-term performance (1-year return 12.00% vs 10.89% Moderate Allocation category median performance)
  • Vanguard Wellington Inv Fund (VWELX) has good mid-term performance (3-year return 12.42% vs 9.65% Moderate Allocation category median performance)
  • Vanguard Wellington Inv Fund (VWELX) has good Long-term performance (5-year return 12.45% vs 10.96% 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) has an annual stock turnover rate of 35.00% vs Moderate Allocation average of 49.99%. 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 7.91, lower than category average of 8.87
  • Vanguard Wellington Inv Fund (VWELX) has a lower expense ratio than its Moderate Allocation average: 0.26% vs 0.93%
  • 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, 2014

See Vanguard Wellington Inv Fund (VWELX) performance details as of Jul 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 Inv5.3612.0012.4212.45
American Beacon Balanced A (ABFAX)5.4511.2412.8212.36Compare
American Funds Inc Fund of Amer R6 (RIDGX)5.7013.0812.4613.55Compare
American Beacon Balanced Y (ACBYX)5.7311.6313.2712.75Compare

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 India Nifty 50 Index (INDY)23.98%35.56%1.35%
iShares S&P Growth Allocation (AOR)3.73%10.62%9.30%

 

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
07/2014$85.67B
06/2014$86.56B
03/2014$82.90B
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

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