Morningstar

Vanguard Wellington Fund Investor Shares VWELX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$46.09  /  +0.17%
  • Fund Size$119.7B
  • Adjusted Expense Ratio0.240%
  • Net Expense Ratio0.240%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryModerate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield1.98%
  • Turnover Ratio62%
NAV and 1-Day Return as of

Morningstar’s Analysis VWELX

Will VWELX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VWELX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VWELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VWELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Disciplined approach, durable outcomes.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Experienced managers backed by Wellington’s deep research platform steer Vanguard Wellington using a disciplined and proven approach. Its attractive fees and balanced construction have made it a reliable option for long-term investors.

by Stephen Margaria
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Portfolio Holdings VWELX

More VWELX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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