© Copyright 2021 Morningstar, Inc. All rights reserved. VWELX. Venerable Vanguard Wellington … An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Learn more about mutual funds at fidelity.com. Morningstar Return Rating ★★★★★. As always, this rating system is designed to be used as a first step in the fund evaluation process. Vanguard Wellington Fund Plain talk about risk The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. Get our overall rating based on a fundamental assessment of the pillars below. An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold. This site is protected by reCAPTCHA and the Google The Vanguard Wellington Fund is a balanced fund that has a greater percentage in stocks than in bonds. USD | NAV as of May 10, 2021 | 1-Day Return as of May 10, 2021, 10:17 PM GMT+00:00. Unlock our full analysis with Morningstar Premium. An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold. USD | NAV as of May 10, 2021 | 1-Day Return as of May 10, 2021, 10:17 PM GMT+00:00. Learn How to Read a Morningstar Analyst Report. A high rating alone is not sufficient basis upon which to make an investment decision. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Morningstar Analyst Rating. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Wellington's expense ratio is 0.26%, which is extremely low for an actively managed fund and less than half that of its peers. The Parent Pillar is our rating of VWENX’s parent organization’s priorities and whether they’re in line with investors’ interests. The People Pillar is our evaluation of the VWELX management team’s experience and ability. 5-Year Average Return 7.79%. See Vanguard Global Wellington Fund (VGWLX) mutual fund ratings from all the top fund analysts in one place. Vanguard Wellington Fund. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of May 10, 2021, 10:17 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Number of Years Down 19. Find our live Vanguard Wellington™ Fund Investor Shares fund basic information. Get our overall rating based on a fundamental assessment of the pillars below. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. This is important because one or two holdings should not have a sizeable impact on the fund. As always, this rating system is designed to be used as a first step in the fund evaluation process. Vanguard Wellington™ Inv VWELX. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. A high rating alone is not sufficient basis upon which to make an investment decision. Fund facts: Founded in 1929, Wellington™ Fund is Vanguard’s oldest mutual fund and the nation’s oldest balanced fund. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. However, because stock and bond prices can move in different directions or to different degrees, the fund’s bond and short-term investment holdings may counteract some of the volatility experienced by the fund’s stock holdings. Privacy Policy and Unlock our full analysis with Morningstar Premium. 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. Contact us. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Get tax analysis, including pretax return, tax-adjusted return, tax cost ratio, and potential cap gains exposure for Vanguard Wellington™ Fund Investor Shares (VWELX). Year-to-Date Return 4.93%. An experienced team employing a time-tested, risk-aware process, combined with low fees, underlie Vanguard Wellesley Income's Morningstar Analyst Rating of … Analyst rating as of Mar 31, 2021. The Vanguard Wellington Fund is one of the exemplary mutual funds currently available. It has earned a 5-star rating from Morningstar. See holdings data for Vanguard Wellington™ Fund (VWELX). Fund Facts Inception Date: May 14, 2001: CUSIP: 921935201: Ticker Symbol: ... Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Quote Fund … Vanguard Wellington ™ Fund Admiral ™ Shares Vanguard Wellington ™ Fund Admiral ™ Shares VWENX. Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors. Terms of Service apply. Michael E. … Vanguard Wellington Fund Admiral 1. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. Venerable Vanguard Wellington … Learn How to Read a Morningstar Analyst Report. © Copyright 2021 Morningstar, Inc. All rights reserved. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of May 10, 2021, 10:17 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold. 8 a.m. to 8 p.m., Eastern time. Management Information. Monthly Fact Sheet (PDF) Prospectus; More. Monday through Friday. The Parent Pillar is our rating of VWELX’s parent organization’s priorities and whether they’re in line with investors’ interests. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. Privacy Policy and Po Box 2600 V26. The People Pillar is our evaluation of the VWENX management team’s experience and ability. The fund has been around since 1970 and is a holdover from when Vanguard purchased Wellington Management in 1975. This site is protected by reCAPTCHA and the Google Venerable Vanguard Wellington … Analyze the Fund Vanguard Wellington ™ Fund Admiral ™ Shares having Symbol VWENX for type workplacefunds and perform research on other mutual funds. It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third of the portfolio). VWINX has consistently been rated highly by Morningstar and outperforms its benchmark. Wellington fund is one of the few actively managed funds to outperform the S&P-500 Index over the past 10 years. Terms of Service apply. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Number of Years Up 72. 800-662-7447 . Valley Forge PA 19482. Research information including asset allocation, sector weightings and top holdings for Vanguard Wellington™ Fund. View & analyze the VWELX fund chart by total assets, risk rating, Min. investment, market cap and category. … Monthly Fact Sheet (PDF) Morningstar ® … It started in 1929 and became part of the Vanguard Group in 1974. If you're already a Vanguard client: Call 800-888-3751. Performance Overview. Learn more … Daniel J. Pozen, Lead Manager since March 27, 2019. Vanguard Wellington™ Inv. 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™ Fund Admiral™ Shares A Mutual Fund Fourth Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Wellington Management Company LLP Asset Class Allocation - Balanced Blend Primary Index 60% Russ 1000/40% BloombergBarclays Agg Broad Based Index Morningstar Moderate Target Risk TR USD Net Assets $96,275.3 Million Inception Date 05/14/2001 Ticker VWENX Gross … Fund price for Wellington FinTech Fund USD Class E Accumulating Unhedged along with Morningstar ratings & research, long term fund performance and charts 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. Market Barometer ) quotes are real-time to be used as a first in! 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