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Morningstar

Vanguard Wellington™ Admiral™ VWENX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VWENX

Will VWENX outperform in 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 VWENX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VWENX 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 VWENX’s parent organization’s priorities and whether they’re in line with investors’ interests.

One of the top balanced funds.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Experienced managers with deep resources oversee Vanguard Wellington’s exceptional process, which is grounded in bottom-up research. Combined with low fees, this balanced fund continues to be a top choice for investors.

by Stephen Margaria
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