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  1. 4 de mar. de 2020 · In contrast the balanced Wellesley fund has fallen only 2.41% while the Wellington has fallen 6.3%. These two balanced funds can buffet investor portfolios from steep market losses while providing ...

  2. 5 de dez. de 2008 · Wellesley has performed much better. In fact it has now outperformed Wellington over longer time periods. YTD 10yr Lifetime. Wellesley -13.56% 4.56% 9.92%. Wellington -26.45% 4.10% 7.93%. fredd. You have to ignore Lifetime figures because the lifetimes of the two funds aren't even roughly similar.

  3. 14 de ago. de 2023 · A 50/50 combination of Wellington and Wellesley Income results in an overall target allocation of 50% equities, 50% bonds, which should fall squarely into the comfort zone of many retirees. Over ...

  4. VWINX vs. VWENX - Performance Comparison. In the year-to-date period, VWINX achieves a 1.82% return, which is significantly lower than VWENX's 6.47% return. Over the past 10 years, VWINX has underperformed VWENX with an annualized return of 5.11%, while VWENX has yielded a comparatively higher 8.16% annualized return.

  5. 12 de dez. de 2019 · Wellington manages all or portions of 12 Vanguard funds, including Vanguard’s top-performing Health Care Fund, Wellesley Income Fund, and of course, Vanguard Wellington Fund. The Culture at Wellington Management. Wellington Management, based out of Boston, oversees some $1.1 trillion in assets for Vanguard and 600 other clients in over 60 ...

  6. Wellesleys Unterschrift: Arthur Wellesley, 1. Duke of Wellington (* vermutlich 1. Mai 1769 in Dublin, Irland; † 14. September 1852 in Walmer Castle bei Deal, Kent, England ), war Feldmarschall und der herausragendste britische Militärführer der napoleonischen Zeit sowie britischer Außen- und zweimal Premierminister.

  7. 1 de fev. de 2022 · The Vanguard Wellesley Income Fund (VWINX) is a hold-over of the Vanguard acquisition of the Wellington Management Company. This mutual fund seeks to provide long-term growth of income and a high ...