An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold.
Vanguard Wellington™ Admiral™ VWENX
NAV / 1-Day Return
73.59
/
0.07
%
Total Assets
109.3 Bil
Adj. Expense Ratio
0.160%
Expense Ratio
0.160%
Fee Level
Low
Longest Manager Tenure
5.53
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.84%
Turnover
35%
Morningstar’s Fund 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.
A bright future under new leaders.
