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Vanguard Wellington™ Inv VWELX

Analyst rating as of
  • NAV / 1-Day Return 39.73  /  0.40 %
  • Total Assets 102.2 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.13%
  • Turnover 35%

Morningstar’s Analysis VWELX

Will VWELX outperform in future?

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

A bright future under new leaders.

Associate Director



An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold.

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