It boasts very, very impressive returns. About VWENX The Vanguard Wellington Fund is a balanced fund that has a greater percentage in stocks than in bonds. For an actively managed fund, that’s extremely cheap–just ~0.10% higher than what you’d pay for most Vanguard index funds. The best? ... Wellington’s expense ratio is just 0.22%, assuming you qualify for Admiral shares. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. I’m […] Yesterday, a reader wrote: “[Dick] used to be big on Wellington and Wellesley, given their longevity and resistance to tail risk over time. Learn about VWENX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Highest performing, best returns Vanguard balanced funds for IRA/brokerage account investors in the last 10 years: Wellington (VWELX), Wellesley (VWINX), and Vanguard Convertible Securities Fund … Vanguard Global Wellington Admiral. ... Wellington’s expense ratio is just 0.22%, assuming you qualify for Admiral shares. This discussion is about two giant funds — Vanguard Wellington and Fidelity Puritan — from two giant fund families. 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're already a Vanguard client: Call 800-888-3751. To read the original article click here. Vanguard Wellington: Is it a Good Fund? Vanguard Wellington or Fidelity Puritan? Vanguard will debut the Global Wellington Fund on November 1. The Vanguard Wellington Fund is a managed fund — meaning, a group of fund managers decide which stocks to buy. See Vanguard Global Wellington Fund (VGWLX) mutual fund ratings from all the top fund analysts in one place. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying equity securities of esta blished large and mid-size U.S. and foreign companies. In choosing these companies, the advisor seeks those that appear to be undervalued but have prospects for improvement. Highest performing, best returns Vanguard balanced funds for IRA/brokerage account investors in the last 10 years: Wellington (VWELX), Wellesley (VWINX), and Vanguard Convertible Securities Fund (VCVSX). The Vanguard Wellington Fund is a mutual fund — a collection of stocks and bonds owned by a group of people, just like you or me. View mutual fund news, mutual fund market and mutual fund interest rates. Monday through Friday 8 a.m. to 8 p.m., Eastern time The admiral fund has an expense ratio of .18% to Wellington’s standard fund at .27%. Also, it seemed to me that Wellington Management’s fixed income expertise would be an asset in this part of the cycle. Published: June 1, 2016. VGWAX Morningstar Analyst Rating Quantitative rating as of Feb 29, 2020. Best Vanguard Balanced Funds 2020 best Vanguard balanced mutual funds with top Morningstar rating. I personally own the admiral shares which you can have once you’ve reached $50,000. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. It will have substantially the same management style and team as Vanguard Wellington.