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Fund Focus: Vanguard Wellington: (VWELX)

TedTed
edited February 2013 in Fund Discussions
FYI: I have held this fund from time to time over the years. You talk about long-term performance, since inception 7/1/29 the fund has had an annualized return of 8.21% and an expense ratio of just .27%.
Regards,
Ted
http://www.morningstar.com/advisor/t/70867743/the-active-fund-that-defies-obsolescence.htm?&pageid=558960&single=true

Lipper Snapshot (VEWLX): http://www.marketwatch.com/investing/fund/vwelx

Comments

  • CharlesCharles
    Yes indeed, a world class fund that masterfully handled the 2008 financial crises and has been rewarded handsomely with $69B in AUM.
  • msf
    Vanguard continues to demonstrate that fine actively managed funds don't necessarily cost a lot more than index funds. (The Admiral class shares, VWENX at 0.19%, even cost 30% less than the Investor class shares.)
  • [Deleted User]
    The user and all related content has been deleted.
  • Desota
    edited February 2013
    Nice fund for an accumulator but the 2.7 pct yield is too low for the income seeker who doesn't want to liquidate shares.
  • CharlesCharles
    Reply to @Maurice: Great investing, congratulations.
  • andrei
    If a part of yield is due to bonds, then the yield is taxed at a much higher rate than the long-term capital gains when you liquidate some shares. So liquidating seems to be much better that just collecting yield.
  • Sven
    Reply to @Maurice: Wellington Managment, the subadvisor to Vanguard Wellington is truly a class act. My parents still hold after 20 years, and we now have it for the past 10 years.
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