VWELX Rating, Research - Vanguard Wellington Inv

Vanguard Wellington Inv (vwelx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 89

Threats + Weaknesses = 74

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vwelx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Wellington Inv (VWELX) Description: VWELX is a mutual fund, which is an investment that owns a basket of assets. The VWELX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a medium management tenure and is in the large fund size classification. VWELXs minimum initial investment amount is $10000 while the IRA minimum is $10000. VWELXs expense ratio is roughly 0%. The latest VWELXs front end load was 0% and the back end load was 0%. The Vanguard Wellington Inv (VWELX) mutual fund falls under the moderate allocation category. VWELX focuses its investments in USA and VWELX is not affiliated with a particular industry or fund sector. The Vanguard Wellington Inv (VWELX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VWELXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VWELXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital appreciation and reasonable current income. The fund invests 60% to 70% of assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks (see stock research) of established, medium-size and large companies. It invests 30% to 40% of the funds assets mainly in fixed income securities. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

Management Analysis Update

Performance Analysis Update