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Vanguard Wellington™ Inv VWELX

Analyst rating as of
NAV / 1-Day Return
46.69  /  0.32 %
Total Assets
127.7 Bil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
4.98 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Status
Open
TTM Yield
1.60%
Turnover
51%
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Morningstar’s Analysis

Will VWELX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A bright future under new leaders.

Senior Analyst

Summary

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An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold.

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