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Overview of Vanguard Wellington Investor Fund (VWELX)

Zacks Equity Research
Updated

Vanguard Wellington Investor (VWELX) a Zacks Rank #1 (Strong Buy) seek income and long-term growth of capital without undue risk to capital. VWELX’s assets are divided between common stocks and bonds, with an average of 65% of assets in stocks and 35% in bonds.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Intermediate Bond. Further, as of the last filing, WELLS FARGO & CO, MERCK & CO and MICROSOFT CORP were the top holdings for VWELX.

The Vanguard Wellington Investor fund, managed by Vanguard Group, carries an expense ratio of 0.25%. Moreover, VWELX requires a minimal initial investment of $3,000.

VWELX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 4.94%, 3 year 6.52% and 5 year 9.72%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

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VWELX’s performance, as of the last filing, when compared to funds in its category was in the top 6% in 1 year, top 5% over the past 3 years, and in the 4% over the past 5 years.

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Zacks Investment Research