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Vanguard Wellington™ Admiral™

VWENX
67.74
+0.07
+0.10%
8/23/2016
5 Years
  • Previous Close

    67.67

  • Net Assets

    72.76B

  • Yield

    2.58%

  • Front load

    None

  • Expenses

    0.18%

  • Category

    Allocation--50% to 70% Equity

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Vanguard

Fund Style

Open

Fund Manager

John Keogh

Investment Style

Large Value

The investment seeks to provide long-term capital appreciation and moderate current income. 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. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

Purchase Information

Initial Purchase 50,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

5/14/2001

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