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Vanguard Wellington Admiral (VWENX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Wellington Admiral (VWENX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Vanguard Wellington Admiral Fund (VWENX) ManagerFund Manager - Edward P. Bousa

Fund Manager Information

Fund Manager Tenure: 17.3 years
Similar Funds: VWELX 
Fund Family: Vanguard
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (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

 

Graph of Vanguard Wellington Admiral Fund (VWENX) ProfileVanguard Wellington Admiral Fund (VWENX) Profile

Fund Profile and Description

Vanguard Wellington Admiral Fund seeks to provide long-term capital appreciation and reasonable current income. Vanguard Wellington Admiral 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 Admiral (VWENX) Fund Strength What we like about Vanguard Wellington Admiral (VWENX) Fund

Data for Vanguard Wellington Admiral Fund (VWENX) as of May 30, 2016

  • Vanguard Wellington Admiral Fund (VWENX) management has been with Vanguard Wellington Admiral Fund for 17.3 years
  • Vanguard Wellington Admiral Fund (VWENX) has good short-term performance (1-year return 2.02% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Vanguard Wellington Admiral Fund (VWENX) has good mid-term performance (3-year return 7.61% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Vanguard Wellington Admiral Fund (VWENX) has good Long-term performance (5-year return 8.59% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Vanguard Wellington Admiral Fund (VWENX) ratio of up-years vs down years is greater than 2
  • Vanguard Wellington Admiral Fund (VWENX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Wellington Admiral Fund (VWENX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Wellington Admiral Fund (VWENX) has an annual stock turnover rate of 39.00% vs Allocation--50% to 70% Equity average of 53.61%. It is good that Vanguard Wellington Admiral management does not trade extensively for its return.
  • Vanguard Wellington Admiral Fund (VWENX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.58, lower than category average of 7.71
  • Vanguard Wellington Admiral Fund (VWENX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.18% vs 0.85%
  • Vanguard Wellington Admiral Fund (VWENX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Wellington Admiral Fund (VWENX) Weakness What we are cautious about Vanguard Wellington Admiral (VWENX) Fund

Data for Vanguard Wellington Admiral Fund (VWENX) as of May 30, 2016

  • Vanguard Wellington Admiral Fund (VWENX) is less safe compared to its Allocation--50% to 70% Equity peers
See Vanguard Wellington Admiral Fund (VWENX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Wellington Admiral Fund (VWENX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Wellington Admiral4.232.027.618.59
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare Vanguard Wellington Admiral Fund (VWENX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Vanguard Wellington Admiral Fund (VWENX) Net Asset TrackingVanguard Wellington Admiral (VWENX) Fund Net Asset

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

DateNet Asset
05/2016$89.89B
03/2016$87.95B
02/2016$83.83B
More historic net asset information on Vanguard Wellington Admiral Fund (VWENX)

  

Graph of Vanguard Wellington Admiral Fund (VWENX) Portfolio TrackingVanguard Wellington Admiral (VWENX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20160.99%65.31%33.18%0.51%
12/20150.98%64.84%33.93%0.21%
09/20150.59%63.85%35.51%0.01%
Click here to see more historic asset allocation information on Vanguard Wellington Admiral Fund (VWENX)

 

graph of Vanguard Wellington Admiral Fund (VWENX) Top 10 Position TrackingTop 10 Holdings in Vanguard Wellington Admiral (VWENX) Fund

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

Mar 30, 2016
Wells Fargo & Company Common St [2.31%]
Microsoft Corporation [2.19%]
Merck & Company, Inc. Common St [1.96%]
Verizon Communications Inc. Com [1.86%]
Comcast Corporation [1.85%]
Alphabet Inc. [1.6%]
Chevron Corporation Common Stoc [1.6%]
JP Morgan Chase & Co. Common St [1.52%]
Intel Corporation [1.44%]
D/B/A Chubb Limited New Common [1.44%]

Dec 30, 2015
Wells Fargo & Company Common St [2.55%]
Microsoft Corporation [2.33%]
Merck & Company, Inc. Common St [1.92%]
JP Morgan Chase & Co. Common St [1.67%]
Alphabet Inc. [1.67%]
Verizon Communications Inc. Com [1.64%]
Comcast Corporation [1.62%]
Intel Corporation [1.54%]
Chevron Corporation Common Stoc [1.52%]
D/B/A Chubb Limited New Common [1.46%]

Sep 29, 2015
Wells Fargo & Company Common St [2.49%]
Microsoft Corporation [1.97%]
Merck & Company, Inc. Common St [1.76%]
Comcast Corporation [1.62%]
Verizon Communications Inc. Com [1.59%]
JP Morgan Chase & Co. Common St [1.58%]
Chevron Corporation Common Stoc [1.43%]
Intel Corporation [1.39%]
Alphabet Inc. [1.38%]
CVS Health Corporation Common S [1.38%]
Click here for Stock Holding Change Map in Vanguard Wellington Admiral Fund (VWENX)

  

Latest News on Vanguard Wellington Admiral (VWENX) Fund

See what is happening with Vanguard Wellington Admiral Fund (VWENX)

 

Vanguard Wellington Admiral Fund (VWENX) Related ResourcesSee more information on Vanguard Wellington Admiral (VWENX) Fund

Popular pages on Vanguard Wellington Admiral (VWENX) Fund

  

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