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Vanguard Wellington Income Fund: (MF: VWELX)

(NASDAQ Mutual Funds) As of Oct 22, 2021 08:00 PM ET

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$50.28 USD

-0.02 (-0.04%)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for VWELX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

Fund Description

The fund was incepted in July 1929 and is managed by Wellington Management Company. The objective of this fund is to seek income and long-term growth of capital without undue risk to capital. The fund's assets are divided between common stocks and bonds, with an average of 65% of assets in stocks and 35% in bonds. In keeping with the fund's conservative orientation, asset allocation changes are made gradually when desirable to improve the income stream or in reaction to the relative value of the stock and bond markets. The fund distributes dividends quarterly in March, June, September and December. Capital gains, if any, are distributed annually in December

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Vanguard Wellington Investor VWELX NA NA 0.00 0.00 0.23 0.24

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Vanguard Wellington Inv VWELX 50.30 7/1/1929 1.51 20.07 11.93 11.45
Vanguard Wellington Adm VWENX 84.89 5/14/2001 1.58 20.17 12.02 11.53

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Vanguard Wellington Investor VWELX 3000 1 0 Q

Contact Information

Family Vanguard Group
Address 100 Vanguard Blvd.
Malvern, PA 19355
Phone 800 662-7447