Vanguard Wellington (VWELX)
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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
-
T
At&t Inc. - $25.93
- -0.04%
- $25.86
No Analysis added
-
GE
Gen Electric Co - $15.33
- +6.24%
- $14.98
No Analysis added
-
CVX
Chevron Corp - $77.53
- +0.38%
- $76.57
No Analysis added
-
BAC
Bk Of America Cp - $15.05
- -0.53%
- $14.94
No Analysis added
-
XOM
Exxon Mobil Cp - $72.58
- +0.11%
- $71.82
No Analysis added
-
IBM
Intl Business Mac - $123.49
- +0.77%
- $122.51
No Analysis added
-
TOT
Total S.a. - $62.40
- -0.27%
- $61.70
No Analysis added
-
C
Citigroup Inc - $4.06
- 0.00%
- $3.99
No Analysis added
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