… Jensen Quality Growth JENSX 139,711 7.69 Ed's IRA: Scout International UMBWX 177,613 9.77 Ed's IRA: Vanguard Wellington VWELX 129,762 7.14 Ed's 401(k): DFA Global Equity R2 DGERX 90,617 4.99 Joanne's IRA: Vanguard Total …
… Aggressive Growth POAGX 21,535 3.34 Taxable: Vanguard Wellington VWELX 17,762 2.76 Taxable: Vanguard Dividend Growth ..... and American Funds SMALLCAP World SMCWX. I cut Vanguard Wellington VWELX ; though it's a great fund, it also harbors …
… VCVSX and Vanguard Capital Value VCVLX from 2009 to 2010. It also restricted inflows at other funds, such as Vanguard Wellington VWELX in 2013. But it has also tried to manage capacity at other large offerings, such as Vanguard Explorer VEXPX …
… Fund (Y) - 1.03% T. Rowe Price Equity Income Fund - 0.68% Royce Total Return Fund (Inv) - 1.15% Vanguard Wellington Fund (Adm) - 0.17% Vanguard Intermed. Term Treasury Fund (Inv) - 0.20% Vanguard Mid-Cap Index Fund …
… Apple Johnson & Johnson Most Requested Fund Quotes Vanguard Dividend Growth PIMCO Total Return Fidelity Contrafund Vanguard Wellington Fairholme Most Requested Fund Analyses Vanguard Capital Opportunity Vanguard Dividend Growth Primecap Odyssey …
… Fund (Y) - 1.03% T. Rowe Price Equity Income Fund - 0.68% Royce Total Return Fund (Inv) - 1.15% Vanguard Wellington Fund (Adm) - 0.17% Vanguard Intermed. Term Treasury Fund (Inv) - 0.20% Vanguard Mid-Cap Index Fund …
… am I better off going with some of the PIMCO stockplus/indexplus equity products than the traditional allocation funds like vwelx , prwcx, icmbx, fpacx, etc? (i recognize that the turbo charge means the PIMCO funds may be more volatile than the traditional …
… VHCOX Large Growth 3% Vanguard Div Growth VDIGX Large Blend 3% Fidelity Sml Cap Disc FSCRX Small Blend -1% Vanguard Wellington VWELX Mod Allocation 2% Yacktman YACKX Large Blend 2% Vanguard Wellsly Inc VWINX Conserv Allocation 2% Fidelity …
… recommend ? I am not a big risk taker and would consider myself a moderate investor. VSMGX (Life strategy) VBINX (balanced index fund) VGSTX (star) VWELX (Wellington) Thank you for any advice or even recommendations of other funds.
… vwigx) 1% Vang total int'l ind(vtiax) 1% My Ira and wife's 403b and 457 combined -$1,110,000. Vanguard wellington ( vwelx ) 5% Vanguard wellesley(vwinx) 1% Dodge and cox inc(dodix) 5% Loomis sayles bond(lsbdx) 5% Pimco …