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M*: What An Impending Manager Change Means For Venerable Vanguard Wellington: (VWELX)

TedTed
in Fund Discussions
FYI: An experienced team employing a time-tested, risk-aware process, combined with low fees, underlie Vanguard Wellington's Morningstar Analyst Rating of Gold.
Regards,
Ted
https://www.morningstar.com/articles/923702/what-an-impending-manager-change-means-for-venerab.html

Comments

  • Sven
    There is already an experience team behind the lead managers. Their pending retirement will likely to have minimal impact on the long term performance to Wellington fund. The management strategy is similar to Dodge and Cox funds.
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