VWELX : Vanguard Wellington™ Fund Investor Shares

VWELX is a Allocation Market All-In-One with LOW fees.

VWELX

Vanguard Wellington™ Fund Investor Shares

FI Score

85 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

85% FI Score
  • vwelx
  • Mutual Fund
  • Allocation
  • All-In-One

Vanguard Wellington™ Fund Investor Shares

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks to provide long-term capital appreciation and moderate current income. 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 remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

Largest Holdings

Amount Holding
4.29% Microsoft Corp
3.18% Alphabet Inc A
2.50% Apple Inc
2.03% JPMorgan Chase & Co
1.83% Bank of America Corp
1.54% Pfizer Inc
1.45% Nestle SA
1.44% McDonald's Corp
1.39% Verizon Communications Inc
1.38% AstraZeneca PLC ADR
1.35% Comcast Corp Class A
1.34% The Home Depot Inc
1.27% Intel Corp
1.26% Coca-Cola Co
1.23% Becton, Dickinson and Co
1.20% Cisco Systems Inc
1.15% Texas Instruments Inc
1.14% Walmart Inc
1.11% Abbott Laboratories
1.10% UnitedHealth Group Inc
1.09% Total SA
1.06% TJX Companies Inc
1.03% Dominion Energy Inc
1.01% Novartis AG
1.00% Taiwan Semiconductor Manufacturing Co Ltd ADR

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