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Vanguard Wellington Income Fund: (MF: VWELX)
(NASDAQ Mutual Funds) As of Oct 3, 2025 08:00 PM ET
$47.72 USD
+0.01 (0.02%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies, focusing on durable businesses that appear undervalued but have potential for improvement, commonly known as value stocks. The remaining 30% to 40% of its assets are allocated primarily to fixed income securities that aim to provide a moderate level of current income. This fixed income portion includes investment-grade corporate bonds, with additional exposure to U.S. Treasury bonds, government agency bonds, and mortgage-backed securities.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Wellington Inv | VWELX | NA | NA | 0.00 | 0.00 | 0.24 | 0.24 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Wellington Inv | VWELX | 47.72 | 7/1/1929 | 1.96 | 12.55 | 12.95 | 9.31 |
| Vanguard Wellington Adm | VWENX | 80.95 | 5/14/2001 | 2.03 | 12.62 | 13.04 | 9.40 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Vanguard Wellington Inv | VWELX | 3000 | 1 | 0 | Q |
Contact Information
| Family | Vanguard Group |
| Address | 100 Vanguard Blvd. Malvern, PA 19355 |
| Phone | 800 662-7447 |