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As for performance, Wellesley beats at least 95% of other conservative allocation funds for 3-, 5- and 10-year returns.
For one of the best-managed conservative funds you can buy, it’s hard to beat the cheap expense ratio of 0.25%. The minimum initial investment for VWINX is $3,000.
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For one of the best-managed conservative funds you can buy, it’s hard to beat the cheap expense ratio of 0.25%.
The minimum initial investment for VWINX is $3,000.
Super Star conservative...tb