- What does VWENX invest in?
- Tracing its origins back to 1929, the Wellington Fund holds the distinction of being Vanguard's inaugural mutual fund and the longest-standing balanced fund in the nation. Its investment approach typically allocates approximately two-thirds of its assets to equities and the remaining one-third to fixed-income securities. A key feature of this fund is its extensive diversification, accomplished by investing in both stocks and bonds across a comprehensive range of economic sectors. This broad strategy ensures that the performance of any single holding will not disproportionately affect the fund's overall returns. It is particularly well-suited for individuals with an extended investment horizon who seek capital appreciation and are comfortable navigating the inherent volatility of the stock market, potentially serving as a foundational component of their investment portfolio.
- What is the expense ratio of VWENX?
- Vanguard Wellington Fund Admiral Shares (VWENX) charges an expense ratio of 0.16%. This is the annual fee deducted from fund assets to cover management and operations.
- What is VWENX's dividend yield?
- VWENX's trailing-twelve-month yield is 11.03%, calculated from the sum of dividends over the past year divided by the current price.
- How big is VWENX?
- Vanguard Wellington Fund Admiral Shares (VWENX) manages $123.40B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VWENX actively managed or an index fund?
- VWENX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VWENX launched?
- Vanguard Wellington Fund Admiral Shares (VWENX) launched in May 2001 and is managed by Vanguard.
