Vanguard Wellington targets 30%-40% in bonds and 60%-70% in stocks. Holdings. Vanguard Wellington Fund;Admiral historial options data by MarketWatch. Add to Watchlist. VANGUARD WELLINGTON™ FUND ADMIRAL™ SHARES- Performance charts including intraday, historical charts and prices and keydata. View & analyze the VWENX fund chart by total assets, risk rating, Min. Add to portfolio. Vanguard Wellington™ Fund Admiral™ Shares A Mutual Fund Second 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 $87,758.1 Million Inception Date 05/14/2001 Ticker VWENX Gross … Vanguard Wellington Admiral Ticker: VWENX Asset Class: Balanced/Lifestyle Category: Allocation--50% to 70% Equity Investment Objective The investment seeks to provide long-term capital appreciation and moderate current income. Find our live Vanguard Wellington™ Fund Admiral™ Shares fund basic information. Snapshot. View & analyze the VWENX fund chart by total assets, risk rating, Min. Vanguard Wellington™ Admiral™ VWENX ... Issuer Vanguard Category Description: Allocation--50% to 70% Equity Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. Vanguard Wellington exhibits relatively low volatility with skewness of -0.63 and kurtosis of 1.6. Compare. Estimates of year-end capital gains for applicable Vanguard ETFs®, broken down by short-term, long-term, and total gains. You can see the benefits of a balanced approach in the chart below. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. See Vanguard Wellington™ Fund (VWELX) mutual fund ratings from all the top fund analysts in one place. Menu. Our Ai fund analyst implies that there will be a positive trend in the future and the Vanguard Wellington Admiral shares might be good for investing for making money. These portfolios are dominated by domestic holdings and have equity exposures between 50% and 70%. Compare ETFs vs. mutual funds. Both have an asset allocation of around 60 percent stocks and 40 percent bonds and have similar short-term returns. After recently mentioning that I would consider an investment in the Vanguard Wellington Fund if I wanted to create wealth in such a way that I did not have to spend much time thinking about investments or intended to pass the ownership stake on to someone that did not have much knowledge about investing (i.e. investment, market cap and category. Find our live Vanguard Wellington™ Fund Admiral™ Shares fund basic information. Vanguard Wellington™ Fund Admiral™ Shares A Mutual Fund Third 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 $92,251.2 Million Inception Date 05/14/2001 Ticker VWENX Gross … At first glance, Vanguard’s Wellington mutual fund and its Balanced Index fund appear to be very similar. Vanguard Wellington Fund (VWELX) Quick Fund Stats: Ticker: VWELX; Expense Ratio: 0.25% Investor, 0.17% Admiral; Asset Class: Balanced; Category: Moderate Allocation; Minimum Investment: $3,000 ($50,000 for Admiral) I was torn adding this to the list beacuse it's one of Vanguard's more expensive funds at 0.25% for the Investor Shares and 0.17% for the Admiral Shares (with a $50,000 minimum!). In short, if you own The Vanguard Wellington Fund, you're sitting on a goldmine--the worst-three year performance in the history of the fund amounted to a 1.5% annualized loss. Vanguard Wellington Fund;Admiral | historical charts and prices, financials, and today’s real-time VWENX stock price. Research current and historical price charts, top holdings, management and full profile. Distributions. However, we advice investors to further investigate Vanguard Wellington to ensure all market statistics is disseminated and is consistent with investors' estimations about Vanguard Wellington upside potential. Vanguard Wellington™ Admiral ™ VWENX Morningstar Analyst Rating Analyst rating as of Apr 1, 2020. Balanced Allocation; Fund Company; Vanguard; Share Class; Inst (VWENX) Inv (VWELX) Primary Inst (VWENX) Snapshot. Our investors know Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Wellington Fund Admiral™ Shares (VWENX) for the fund’s impressive, consistent performance. investment, market cap and category. The Vanguard Wellington Fund has two tiers, Investor Shares, and Admiral Shares. Vanguard Wellington Fund seeks to provide long-term capital appreciation and reasonable current income. Expenses. Understand Vanguard's principles for investing success. The Vanguard Wellington fund investor shares mean you need a minimum of $3,000 to invest at an expense ratio of 0.25%. According to present data Vanguard Wellington Admiral's Vanguard Wellington Admiral shares and potentially its market environment have been in a bullish cycle in the last 12 months (if exists). Managers. Vanguard Wellington Fund Admiral Shares (VWENX) Nasdaq Listed; Nasdaq 100; Data is currently not available. We show the return of the Vanguard Wellington Fund and the Vanguard Wellesley fund in every down year for the stock market since year-end 1970 (Wellesley’s inception year). Profile. $80.39 USD +0.63 (0.79%) Zacks MF Rank More Info. Current and Historical Performance Performance for Vanguard Wellington Fund Admira on Yahoo Finance. Find the latest news headlines about Vanguard Wellington Fund Admiral Shares (VWENX) at Nasdaq.com. The same fund but for Admiral shares requires a minimum investment of $50,000 and charges a lower expense ratio of 0.17%. Please enable it to continue. Vanguard Wellington™ Admiral™ (VWENX) 80.17-0.03 (-0.04%) USD | Dec 11 See how 9 model portfolios have performed in the past. Minimums start at $3,000 for index funds. VWENX - Snapshot Vitals. Découvrez toutes les informations de base en temps réel sur le fonds Vanguard Wellington™ Fund Admiral™ Shares. Find basic information about the Vanguard Wellington™ Fund Admiral™ Shares mutual fund such as total assets, risk rating, Min. Vanguard Wellington™ Admiral™ VWENX Price as of: Dec 14, 2020; $80.17 N/A N/A Primary Theme; U.S. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The Benefit of a Balanced Portfolio. Vanguard Wellington Admiral a: 5.93%: 2.30%: 7.65%: 8.22%: 9.98%: 9.70%: 7.76%: S&P 500 Index a,b: 8.93%: 5.57%: 15.15%: 12.28%: 14.15%: 13.74%: N/A: Morningstar Allocation -- 50% to 70% Equity a,c: 4.97%: 1.30%: 6.28%: 5.71%: 7.45%: 7.53%: N/A: Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Get quote details and summary for Vanguard Wellington Fund;Admiral (VWENX). The Vanguard Wellington mutual fund analysis makes it easy to digest most publicly released information about Vanguard Wellington and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Expense ratios range from 0.04% to 0.45%, which are lower than those for Investor Shares. View VWENX option chain data and pricing information for given maturity periods. We're sorry but project doesn't work properly without JavaScript enabled. Date: What you’ll see: November 16, 2020: Preliminary capital gains: List of Vanguard mutual funds and ETFs expected to distribute taxable capital gains, with scheduled record dates and preliminary capital gains estimates, as of October 31, 2020. 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