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20 de fev. de 2021 · February 20, 2021 By E.J. Smith. The Vanguard Wellesley (VWINX) and Wellington (VWELX) funds are both balanced mutual funds managed by the Wellington Management company. Wellington and Wellesley both invest in dividend-paying stocks as well as bonds, but there are some crucial differences.
14 de ago. de 2023 · How these two funds compare. The biggest difference by far is the equities target allocation of 60% in Wellington and 40% in Wellesley Income. Wellesley Income’s stockholdings are oriented more to large-cap value stocks, and Wellington’s more to large-cap growth. And that gives retirees a great opportunity to split their money ...
6 de jun. de 2019 · The Wellesley Income Fund aims to allocate 60%-65% to bonds and 35%-40% to stocks, while the Wellington Fund allocates 30%-40% to bonds and 60%-70% to stocks. The figure below shows the...
14 de ago. de 2023 · How these two funds compare. The biggest difference by far is the equities target allocation of 60% in Wellington and 40% in Wellesley Income. Wellesley Income’s stockholdings are oriented...
- Paul A. Merriman
- paul@paulmerriman.com
26 de dez. de 2021 · Wellesley is typically 30-35% equity/70-65% fixed income. Wellington is the the reverse, 65-70% equity/35-30% fixed income. Therefore one could expect more volatility out of one fund vs the other. You invest based upon your risk tolerance, not based on your hunt for yield.
The Vanguard Wellesley Income Fund is the second jewel in the Vanguard Group's balanced funds. It was started in 1970, making it one of the older funds in the mutual fund universe. As an actively managed fund similar to the Wellington Fund, Wellesley also strives for about a 60/40 mix of bonds and stocks.
5 de jun. de 2016 · Vanguard Wellington Fund Symbol: VWELX Expense ratio: 0.26% Assets: $89.2 billion One-year return: 0.9% Three-year annualized total return: 6.9% Five-year annualized total return: 8.4% Ten-year ...
