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Fund Intelligence | Best Managers | VWENX Insights | VWENX Score | VWENX Performance | VWENX Manager | VWENX News | VWENX Allocation | VWENX Holdings Change

Mutual Fund Insights: Vanguard Wellington Adm Fund (VWENX)

In-depth Analysis of Vanguard Wellington Adm Fund (VWENX)

Mutual fund chart: Vanguard Wellington Adm Fund (VWENX)

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See Vanguard Wellington Adm Fund (VWENX) performance details as of January 31, 2010

  

    Last Trade: $51.62 on 3/17/2010, Change: +0.23 (0.45%)
Experiment our closing price forecasting tool for Vanguard Wellington Adm Fund (VWENX) (alpha release)

  

Fund Manager - Edward P. Bousa

Fund Manager Tenure: 7.2 years   [Similar Funds: VWELX ]
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
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

  

What we like about Vanguard Wellington Adm Fund (VWENX) What we like about Vanguard Wellington Adm Fund (VWENX)

Data for Vanguard Wellington Adm Fund (VWENX) as of January 31, 2010

  • Vanguard Wellington Adm Fund (VWENX) management has been with Vanguard Wellington Adm Fund for 7.2 years
  • Vanguard Wellington Adm Fund (VWENX) has good mid-term performance (3-year return 0.25% vs -2.95% Moderate Allocation category average)
  • Vanguard Wellington Adm Fund (VWENX) has good Long-term performance (5-year return 4.81% vs 1.92% Moderate Allocation category average)
  • Vanguard Wellington Adm Fund (VWENX) ratio of up-years vs down years is greater than 2
  • Vanguard Wellington Adm Fund (VWENX) has a Morningstar rating of 4 and above
  • Vanguard Wellington Adm Fund (VWENX) has an annual stock turnover rate of 28.00% vs Moderate Allocation average of 87.10%. It is good that Vanguard Wellington Adm management does not trade extensively for its return.
  • Vanguard Wellington Adm Fund (VWENX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.63, lower than category average of 14.84
  • Vanguard Wellington Adm Fund (VWENX) has a lower management fee than its Moderate Allocation average: 0.23% vs 1.02%
  • Vanguard Wellington Adm Fund (VWENX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Wellington Adm Fund (VWENX) What we are cautious about Vanguard Wellington Adm Fund (VWENX)

Data for Vanguard Wellington Adm Fund (VWENX) as of January 31, 2010

  • Vanguard Wellington Adm Fund (VWENX) has a less-than-ideal short-term performance (1-year return 27.19% vs 27.80% Moderate Allocation category average)
See Vanguard Wellington Adm Fund (VWENX) performance details as of January 31, 2010

  

  

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Vanguard Wellington Adm Fund (VWENX) Net Asset

Track net asset change of Vanguard Wellington Adm fund (VWENX)

DateNet Asset
01/2010$19.43B
11/2009$19.21B
10/2009$18.20B
More historic net asset information on Vanguard Wellington Adm Fund (VWENX)

  

Vanguard Wellington Adm Fund (VWENX) Portfolio Allocation

Track portfolio allocation change of Vanguard Wellington Adm fund (VWENX)

DateCashStockBondOther
09/20092.02%64.56%33.26%0.15%
07/20092.84%64.44%32.17%0.54%
06/20091.57%63.68%34.49%0.26%
Click here to see more historic asset allocation information on Vanguard Wellington Adm Fund (VWENX)

  

Most Recent Top 10 Holdings in Vanguard Wellington Adm Fund (VWENX)

Discover what Vanguard Wellington Adm Fund (VWENX) manager is buying

30-Sep-09
United States Treas Nts 1% [2.52%]
AT&T INC. [2.31%]
INTL BUSINESS MACH [1.75%]
CHEVRON CORP [1.68%]
WELLS FARGO & CO NEW [1.64%]
TOTAL S.A. [1.46%]
EXXON MOBIL CP [1.32%]
JP MORGAN CHASE CO [1.31%]
United States Treas Nts 1% [1.16%]
LILLY ELI CO [1.13%]

31-Jul-09
AT&T INC. [2.38%]
INTL BUSINESS MACH [1.83%]
CHEVRON CORP [1.76%]
WELLS FARGO & CO NEW [1.5%]
TOTAL S.A. [1.45%]
EXXON MOBIL CP [1.3%]
LILLY ELI CO [1.28%]
JP MORGAN CHASE CO [1.23%]
Schering-Plough Corporation [1.08%]
MEDTRONIC INC [1%]

30-Jun-09
AT&T INC. [2.38%]
INTL BUSINESS MACH [1.73%]
CHEVRON CORP [1.67%]
WELLS FARGO & CO NEW [1.52%]
TOTAL S.A. [1.51%]
EXXON MOBIL CP [1.38%]
LILLY ELI CO [1.27%]
US Treasury Note [1.17%]
JP MORGAN CHASE CO [1.15%]
SCHERING PLOUGH CP [1.08%]
Click here for Stock Holding Change Map in Vanguard Wellington Adm Fund (VWENX)

  

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