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Product summary. Founded in 1929, Wellington™ Fund is Vanguard’s oldest mutual fund and the nation’s oldest balanced fund. It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third of the portfolio). Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors.
12 de dez. de 2019 · The Vanguard Wellington fund’s dividend rate is 2.16% as of 2023. This means if you put your money into the Vanguard Wellington Fund, you’ll earn today 2.16% in interests per year. That’s lower than inflation but not totally bad given it is still a fund focused deriving value from growth.
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5 de abr. de 2021 · In fact, other than 2001 when the fund was down over 19%, it was a whole lot less volatile than the S&P 500 index. For instance, in 2000 when the S&P 500 was down around 9%, VDIGX was UP nearly 19%! In 2008 when the S&P 500 was down 37%, VDIGX was “only” down 25.57%. But, don’t forget, the Wellington fund was “only” down 22%.
5 de dez. de 2008 · The latter is down YTD by a whopping 37% and DODBX has always been considered a safe, orphans and widows fund. I'm a novice, but, I think Wellesley is outperforming Wellington due to the large percentage of bond holdings. In a bull market, I would imagine Wellington, with its large percentage of equity holdings, would outperform Wellesley.
1 de mai. de 2024 · The Best Retirement Income Funds of May 2024. Fund. Expense Ratio. American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIFX) 0.68%. Schwab Balanced Fund (SWOBX) 0.50%. Vanguard ...
25 de jan. de 2019 · This has been an enduring component of Puritan's fixed income strategy. On the other hand, Puritan's duration is 5.0 years vs. the longer 6.5 years for Wellington (Vanguard Total bond is 5.9 years). Puritan's expense ratio is 0.54% vs, Wellington's .25% Investor class or.17% Admiral class. samsdad.
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relacionado a: wellesley vs wellington fundMutual funds often contain obscure fees. Investing in individual stocks may be better. Can mutual fund investing help you reach your goals? Find out now.
