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20 de fev. de 2021 · 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.
6 de jun. de 2019 · As balanced funds, the Wellesley and Wellington funds invest in a diversity of both stocks and bonds, with the major difference between the two being their equity-to-bond concentrations.
11 de jul. de 2023 · A simple way to build a portfolio holding 50% in stocks and 50% in bonds is to own equal measures of Wellington (VWELX) and Wellesley Income (VWINX). In doing so, you combine two of the best balanced funds while avoiding the pitfalls of “collecting” funds.
14 de ago. de 2023 · Discover the top Vanguard funds for retirees recommended by Merriman Financial Education Foundation. Learn why Wellington VWENX and Wellesley Income VWIAX funds are the ideal choice for retirees.
4 de jun. de 2020 · The Vanguard Wellesley Income and Wellington funds provide investors an opportunity to easily add high-quality stocks and bonds to help inoculate portfolios against future market downturns.
30 de abr. de 2023 · The Vanguard Wellington Fund was the first balance mutual fund when it was created in 1929 and it's still going strong in 2023 with more than $112 billion in assets under management.
11 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.
