The fund is a good option for investors seeking a core holding, especially for an investor looking for a balanced option with a larger percentage toward stocks.

Disciplined top-down management paired with strong bottom-up security selection within stocks and bonds lead to a Process rating of High. Analyst Stephen ...

The nation's most venerable mutual fund boasts an average annual return above 8% since its inception in 1929 on the eve of the Great Depression.

16 авг. 2024 г. · VWELX has a 5-year annualized total return of 8.71% and is in the top third among its category peers. Investors who prefer analyzing shorter ...

VWELX Performance - Review the performance history of the Vanguard Wellington™ Inv fund to see it's current status, yearly returns, and dividend history.

The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives.

Vanguard Wellington Fund Investor Shares (VWELX) - Find objective, share price, performance, expense ratio, holding, and risk details.

The fund has returned 5.91 percent over the past year, 4.93 percent over the past three years, 6.70 percent over the past five years and 7.14 percent over ...

The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. Performance · Holdings · Historical Data · Risk

The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, ...