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VWELX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Vanguard Wellington™ I (VWELX) Ownership - Who owns Vanguard Wellington™ I?

The investment seeks to provide long-term capital appreciation and moderate current income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

VWELX

Net Assets

117B

Fund Existence

about 96 years

Turnover

61.00

Total Expense Ratio

0.25

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

3000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.25

Assets in Top Ten Holdings

26.1B

Average Credit Quality

Average Effective Duration

6.57

Average Effective Maturity

9.85

Fund of Funds

Fund Share Class Net Assets

13.4B

Fund Type

OpenEnd

Index Fund

Management Fee

0.24

Modified Duration

6.56

No Load Fund

Yes

Number of Long Holdings

1576.00

Number of Net Holdings

1578.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

28.22%

Gain YTD

10.370

Annual Yield % from dividends

1.96

Returns for 1 year

4.92

Returns for 3 years

18.96

Returns for 5 years

11.66

Returns for 10 years

37.81

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General Information

Category ModerateAllocation

Profile

Fundamentals

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