date Fund number 12345 $92,251 MM 0.17 % VWENX 27.5 % 05/14/01 0521 Investment objective Vanguard Wellington Fund seeks to provide long-term capital appreciation and reasonable current income. Fund's Risk 21% (high) Compare to: Asset Risk Profile. Vanguard Wellington Year to Date Return is currently at 0.00%. Say an investor bought $10,000 of the Wellington Fund in July 1973 (the year Vanguard began benchmarking the fund). Having the same team of managers in place for more than a decade certainly has been a plus, too. Date One Year Three Years Five Years Ten Years Wellington Fund Investor Shares -1.66% -5.52% -3.54% 7.51% 9.18% 6.86% ... Vanguard Wellington Fund Plain talk about risk The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. VANGUARD WELLINGTON™ FUND ADMIRAL™ SHARES- Performance charts including intraday, historical charts and prices and keydata. It's been a banner period for growth equity funds, such as Vanguard U.S. Growth Fund, which posted the highest absolute return among Vanguard's active equity funds over one-, three-, five- and ten-year periods through July 2020. See how VWELX has performed including trailing returns and dividend history. Fund Family Name. The growth tailwind, combined with superior stock selection, led to the stellar results. The world has changed considerably since Vanguard Wellington opened to investors in July 1929, months before the stock market crashed.But the fund’s objective, to … 1 year ago. "Vanguard Wellington Admiral" fund predictions are updated every 5 minutes with latest exchange prices by smart technical market analysis. Vanguard is known for indexing, but our oldest fund is the actively managed Wellington Fund, celebrating its 90th anniversary this year. Let me explain why I’m never getting rid of the fund in three reasons. If the same investor purchased $10,000 in the fund’s benchmark, the initial investment would now be … Vanguard Wellington was the nation’s first balanced mutual fund. May 14, 2001. Benchmark Wellington Composite Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $26,352 Fund as of 12/31/19 $27,935 Benchmark W. Michael Reckmeyer, III, CFA, is Senior Managing Director , Partner, and Equity Portfolio Manager. investment, market cap and category. Wellington’s approach of investing in stocks, as well as bonds, is the driving force behind the fund’s 90+ year record of investment success. Year-to-date: Fund-1.35%: Benchmark: 0.86%: Difference-2.21%: Vanguard Wellington Fund Investor Shares (VWELX) Risk, Fees & Styles (as of 8/31/2020) FUND RISK PROFILE help. payment date Dividend history information is presently unavailable for this company. Inception Date. Vanguard Wellington Fund turns 90 this year. Benchmark Returns as of 11/30/2020 Month End YTD as of 11/30/2020 Average Annual Total Returns as of 11/30/2020; 1 Month 3 Month 1 Year 3 Year 5 Year 10 Year Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. The news that the Vanguard Dividend Growth Fund ... Wellington only had 1 down year, -6.9% in 2002. It's been a banner period for growth equity funds, such as Vanguard U.S. Growth Fund, which posted the highest absolute return among Vanguard's active equity funds over one-, three-, five-, and ten-year periods through July 2020. According to our Forecast System, Vanguard Wellington Admiral fund is an acceptable long-term (1-year) investment*. Fund's Risk 21% (high) Compare to: Asset Risk Profile. The Wellington fund has an inception date of July 1, 1929. The growth tailwind, combined with superior stock selection, led to the stellar results. View mutual fund news, mutual fund market and mutual fund interest rates. There aren’t many balanced funds or mutual funds in general that have survived for 50 years. I personally own the admiral shares which you can have once you’ve reached $50,000. It would have grown to $893,742 in 2019 if all dividends were reinvested. VDIGX, VWELX, VFINX Over The Years. From its inception in 1929, the Vanguard Wellington Fund has turned a $10,000 investment into over $11,000,000 (through year-end 2018). Vanguard. Vanguard has outsourced those management responsibilities to Wellington Management in Boston, MA. ... Year to Date: … Vanguard's Wellington ... isn't just among the best Vanguard funds to buy for the year ahead ... returns have shined so far this year: VFSTX has returned 5.5% year-to-date… With an inception date of July 1, 1970, Wellesley is over 50-years old. Shares Outstanding. Vanguard Wellington™ Fund. It’s the Wellington Fund from Vanguard (VWELX). Preliminary year-end distributions Bond funds Vanguard fund Ticker 2020 declaration date/record date 2020 ex-dividend date So, I thought it would be fun to do a comparison of all three funds over the last 25 years. Release Date: 09-30-2020 Vanguard Wellington™ Investor Shares Available in Portfolio Director ... 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total Second, the Wellington and Wellesley funds only invest in large U.S. companies (they do have international funds now), and their bonds go out too far—the bonds in Wellington have an effective maturity of 9.4 years and Wellesley 8.3 years. Vanguard Wellington Fund turns 90 years old this year. As a member of the Value Team, Mike manages portfolios that have an emphasis on dividend income. Vanguard offers target-date retirement funds to suit the needs of investors of various ages. N/A. Vanguard Wellesley has also been around for decades. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year. VWENX | A complete Vanguard Wellington Fund;Admiral mutual fund overview by MarketWatch. View & analyze the VWENX fund chart by total assets, risk rating, Min. The Vanguard Wellington Fund is a balanced fund that has a greater percentage in stocks than in bonds. It is Vanguard’s oldest fund, founded by Philadelphia accountant Walter L. Morgan, famed for giving Vanguard founder John Bogle his start. For the three-year period ending Jan. 31, 2020, Vanguard's VWELX showed an average annual return of 10.51%, For the five-year period, it had an average annual return of 8.74%. Year-to-date: Fund-0.96%: Benchmark: 1.14%: Difference-2.09%: Vanguard Wellington Fund Admiral Shares (VWENX) Risk, Fees & Styles (as of 6/30/2020) FUND RISK PROFILE help. VANGUARD WELLINGTON™ FUND INVESTOR SHARES- Performance charts including intraday, historical charts and prices and keydata. The Vanguard Wellington Fund (NASDAQMUTFUND:VWELX) is the oldest balanced fund in the U.S., offering investors low-cost exposure to both stocks and … The diversified, low-risk Vanguard portfolio has made about one percent year to date (as of the end of Monday) while the S&P 500 has lost nearly 15% as of last Monday. "Should I trade "VWENX" fund today?" Reckmeyer joined Wellington Management as an investment professional in 1994. The keys to its success and longevity are found in Vanguard’s other actively managed funds. Find our live Vanguard Wellington™ Fund Admiral™ Shares fund basic information. This could indicate that the company has never provided a dividend or that a dividend is pending. Historical index: A "Should I invest in Vanguard Wellington Admiral fund?" ... 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