Vanguard Wellington (VWELX)
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Rate Now: 1 2 3 4

average rating: 3.75 / 4 ratings
DESCRIPTION:

Date updated:12-06-2007

From the Vanguard Website:

“The fund invests 60% to 70% of its assets in dividend-paying, and, to a lesser extent, non-dividend-paying common stocks of established medium-size and large companies. In choosing these companies, the advisor seeks those that appear to be undervalued but to have prospects for improvement. These stocks are commonly referred to as value stocks. The remaining 30% to 40% of fund assets are invested mainly in investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, as well as mortgage-backed securities.”
Investment policy
• Although the fund typically does not make significant investments in foreign securities, it reserves the right to invest up to 20% of its assets this way. Such securities are subject to country and currency risks.
• The fund may invest in securities that are convertible into common stocks, as well as invest modestly in collateralized mortgage obligations (CMOs).
• The fund may invest, to a very limited extent, in derivatives. The fund will not use derivatives for speculative purposes or as leveraged investments for the purpose of magnifying losses or gains.

Morningstar gives the fund 4 stars


Current Returns:

1-Year: 9.73%
3-Year: 11.69%
5-Year: 12.42%

As of 9/30/07

symbol name last price % change open
  • +
  • T
    At&t Inc.
  • $26.02
  • -0.34%
  • $26.10

No Analysis added

People owning T also tend to own: AAALLAPCBABACCCAT

TheStreet.com Rating: B- What is this?

  • +
  • GE
    Gen Electric Co
  • $15.59
  • -1.08%
  • $15.66

No Analysis added

People owning GE also tend to own: AIGBACCCOPCVXFNMJNJ

TheStreet.com Rating: C What is this?

  • +
  • CVX
    Chevron Corp
  • $76.77
  • -0.74%
  • $76.85

No Analysis added

People owning CVX also tend to own: AAALLAPCBUDCOPDOWGSK

TheStreet.com Rating: B- What is this?

  • +
  • BAC
    Bk Of America Cp
  • $16.09
  • +0.06%
  • $16.03

No Analysis added

People owning BAC also tend to own: AAPLGOOGINTCMSFTRACKCFCASH

TheStreet.com Rating: C- What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $74.38
  • -0.36%
  • $74.38

No Analysis added

People owning XOM also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: C+ What is this?

  • +
  • IBM
    Intl Business Mac
  • $126.96
  • -0.45%
  • $127.17

No Analysis added

People owning IBM also tend to own: AAPLAMDCSCODELLGOOGINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • TOT
    Total S.a.
  • $61.91
  • -1.40%
  • $61.62

No Analysis added

People owning TOT also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: No Rating What is this?

  • +
  • C
    Citigroup Inc
  • $4.20
  • -1.41%
  • $4.19

No Analysis added

People owning C also tend to own: ACEBACCBCOPCVXDISGS

TheStreet.com Rating: D What is this?

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05/01/2007 01:31 AM CDT Asked by SPARKY 114
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