An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold.
Will VWELX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
The People Pillar is our evaluation of the VWELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VWELX’s parent organization’s priorities and whether they’re in line with investors’ interests.