The expense ratio is 0.25%, and the minimum initial investment is $3,000. Vanguard Wellington™ Fund. It’s the Wellington Fund from Vanguard (VWELX). Create a list of the investments you want to track. As of Jan. 31, 2020, the fund had an average annual return of 17.73% over a one-year period. Loren Moran Fund Description. The fund is administered by the Vanguard Group and managed by Wellington Management Company. The Wellington fund puts equal weight on reasonable current income, capital growth, and capital preservation. Subscriber Agreement & Terms of Use, Its top holdings included Microsoft, JPMorgan Chase, Verizon, Bank of America, and Alphabet. Over 10 years, the Vanguard Wellington fund returned 10.12% and averaged about 8.33% in returns since its inception in 1929. All quotes are in local exchange time. May 14, 2001. From an initial investment of $100,000, the Vanguard Wellington fund has grown to over $112 billion of assets under management (AUM). By using this site you agree to the Intraday Data provided by FACTSET and subject to terms of use. Vanguard. Learn more about mutual funds at fidelity.com. Another of Stratton’s favorites is the Vanguard Wellington Fund Investor Shares (VWELX). Market value: $47.5 billion. Log in to see them here or sign up to get started. … The fund has been managed by Edward P. Bousa since 2000, along with three other relatively newer managers: Michael Stack, Loren Moran, and Daniel Pozen. There are currently no items in this Watchlist. Loren Moran Fund Description. The Wellington Fund was the first balanced mutual fund in the United States, and is one of the oldest surviving mutual funds. Currency. You can also learn who should invest in this mutual fund. The fund emphasizes high quality in its equity and bond picks and prefers the stocks of large-cap companies that have a consistent history of paying dividends. Vanguard. That’s 87 years and counting.The Vanguard Wellington Fund is a mutual fund — a collection of stocks and bonds owned by a group of people, just like you or me. The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds. USD. In the ever-changing world of investing, the Vanguard Wellington fund is a true survivor. All investing is subject to risk. Vanguard. USD. Benchmark Wellington Composite Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $26,352 Fund … The Vanguard Wellington Fund (NASDAQMUTFUND:VWELX) is the oldest balanced fund in the U.S., offering investors low-cost exposure to both stocks and bonds. The Vanguard Wellington Fund is a balanced fund that has a greater percentage in stocks than in bonds. Privacy Notice, and Shares Outstanding. VWELX | A complete Vanguard Wellington Fund;Investor mutual fund overview by MarketWatch. Since 1929, this fund has been returning an annual average of 8.2%, standing strong through the Great Depression and the Great Recession. This mutual fund profile of the Wellington Fund Inv provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. See performance data and interactive charts for Vanguard Wellington™ Fund (VWELX). Inception Date. Share Class. It has a net expense ratio of 0.25%, which is significantly lower than the average expense ratio of 0.90% for its investment category. The fund's investor shares have a track record of strong performance going all the way back to the Great Depression, and could be a good fit for a diversified, balanced portfo… For the three-year period ending Jan. 31, 2020, Vanguard's VWELX showed an average annual return of 10.51%, For the five-year period, it had an average annual return of 8.74%. The Vanguard Wellington Fund is a managed fund — meaning, a group of fund managers decide which stock… Still, the fixed-income portion has some exposure to U.S. Treasury, government agency, and mortgage-backed securities. Estimates of year-end capital gains for applicable Vanguard ETFs®, broken down by short-term, long-term, and total gains. Currency. May 14, 2001. How Floating Rate Funds Can Offer Yields in a Rising Rate Market. For the best MarketWatch.com experience, please update to a modern browser. 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