As for fees, the Vanguard Wellington Fund Investor Shares is one of the most inexpensive mutual funds in the moderate allocation category. It has a net expense ratio of 0.26%, which is significantly lower than the average expense ratio of 0.90% for its investment category. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Vanguard Global Wellington Looks As Strong As We Suspected It Would. Vanguard Global Wellington is now four months old, and we can finally examine the composition of the fund. The fund is about 1/3 U.S. stocks, 1/3 foreign stocks and 1/3 fixed income.

Vanguard Global Wellington Investor. VGWLX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2020. Quote Fund Analysis Performance Risk Price Portfolio People The fund has returned 7.90 percent over the past year, 9.30 percent over the past three years, 7.93 percent over the past five years and 10.17 percent over the past decade. High performance compared to its peers over the past decade may be attributed to the fund's 65% equity allocation. Navigating Market Storms With The Vanguard Wellesley And Wellington Balanced Funds Jun. 6, 2019 at 2:59 a.m. ET on Seeking Alpha 3 of America's Best Fund Houses to Gain in 2019 As for fees, the Vanguard Wellington Fund Investor Shares is one of the most inexpensive mutual funds in the moderate allocation category. It has a net expense ratio of 0.26%, which is significantly lower than the average expense ratio of 0.90% for its investment category.

The fund has returned 7.90 percent over the past year, 9.30 percent over the past three years, 7.93 percent over the past five years and 10.17 percent over the past decade. High performance compared to its peers over the past decade may be attributed to the fund's 65% equity allocation.

Wellington’s expense ratio is just 0.22%, assuming you qualify for Admiral shares. For an actively managed fund, that’s extremely cheap–just ~0.10% higher than what you’d pay for most Vanguard index funds. If you want to make a bet on active management, you’d be hard-pressed to find a lower-cost bet than Wellington. Because of superior portfolio management, Wellington Fund's 10-year annualized rate of return is 6.98%, and it outperformed its benchmark index by 0.58% over that period. It has earned a 5-star rating from Morningstar. Vanguard Wellesley Income Fund (VWINX) The Vanguard Wellesley Income Fund is the second jewel in the Vanguard Group's balanced funds. As for fees, the Vanguard Wellington Fund Investor Shares is one of the most inexpensive mutual funds in the moderate allocation category. It has a net expense ratio of 0.26%, which is significantly lower than the average expense ratio of 0.90% for its investment category. The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a history of above-average dividends or are expected to increase dividends. If you're already a Vanguard client: Call 800-888-3751. Monday through Friday 8 a.m. to 8 p.m., Eastern time

I agree with Gabriel Pincus, Vanguard Wellington (VWELX) is a solid, long-term performance fund. It started Morningstar ranks it as a 5-star fund, its top rating.

Vanguard Global Wellington Investor. VGWLX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2020. Quote Fund Analysis Performance Risk Price Portfolio People The fund has returned 7.90 percent over the past year, 9.30 percent over the past three years, 7.93 percent over the past five years and 10.17 percent over the past decade. High performance compared to its peers over the past decade may be attributed to the fund's 65% equity allocation. Navigating Market Storms With The Vanguard Wellesley And Wellington Balanced Funds Jun. 6, 2019 at 2:59 a.m. ET on Seeking Alpha 3 of America's Best Fund Houses to Gain in 2019 As for fees, the Vanguard Wellington Fund Investor Shares is one of the most inexpensive mutual funds in the moderate allocation category. It has a net expense ratio of 0.26%, which is significantly lower than the average expense ratio of 0.90% for its investment category. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Vanguard Global Wellington Looks As Strong As We Suspected It Would. Vanguard Global Wellington is now four months old, and we can finally examine the composition of the fund. The fund is about 1/3 U.S. stocks, 1/3 foreign stocks and 1/3 fixed income.

Because of superior portfolio management, Wellington Fund's 10-year annualized rate of return is 6.98%, and it outperformed its benchmark index by 0.58% over that period. It has earned a 5-star rating from Morningstar. Vanguard Wellesley Income Fund (VWINX) The Vanguard Wellesley Income Fund is the second jewel in the Vanguard Group's balanced funds.

In depth view into VWELX (Vanguard Wellington™ Inv) including performance, dividend history, holdings and portfolio stats.

Navigating Market Storms With The Vanguard Wellesley And Wellington Balanced Funds Jun. 6, 2019 at 2:59 a.m. ET on Seeking Alpha 3 of America's Best Fund Houses to Gain in 2019

See Vanguard Wellington™ Fund (VWELX) mutual fund ratings from all the top fund analysts in one place. See Vanguard Wellington™ Fund performance, 

5 Mar 2020 With 4.5+ trillion in assets under management, Vanguard offers low-cost mutual funds and I include Morningstar ratings but remember to take into account your own financial situation Vanguard Wellington Fund (VWELX). Ranking, Research and Recommendation of Vanguard Wellington Inv Vanguard Wellington Inv Fund (VWELX) has a Morningstar rating of 4 and above; Asset