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Vanguard Wellington Inv (VWELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.05+0.06 (+0.14%)
At close: 08:01PM EDT

Vanguard Wellington Inv

Valley Forge PA 19482

Po Box 2600 V26

Vanguard Wellington Fund

6106696295
Management information
Loren L. Moran,Lead manager since 26 January 2017
Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyVanguard
Net assets108.03B
YTD return2.51%
Yield2.17%
Morningstar rating★★★★
Inception date30 June 1929

Fund operations

Last dividend0.22
Last cap gain23.00
Holdings turnover39.00%
Average for categoryN/A

Fees and expenses

ExpenseVWELXCategory average
Annual report expense ratio (net)0.26%0.84%
Prospectus net expense ratio0.26%N/A
Prospectus gross expense ratio0.26%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A