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19 de dez. de 2023 · Vanguard Global Wellesley Income VGYAX and Vanguard Global Wellington VGWAX have lived up to expectations since they were launched in November 2017, though their relative performance has diverged ...
Wellesley has performed impressively - it’s ideal for retirement income. Wellington is conservative growth I suppose. Both are best in tax advantages space. Very reasonable expense ratios. Reply. TheGlassCat. • 3 yr. ago. They are relatively low cost, lightly managed active funds. One is roughly 60/40 and the other is roughly 40/60.
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.
29 de set. de 2020 · Vanguard Wellesley Income celebrated its 50th anniversary last July. But it's not the oldest stock-and-bond fund in Vanguard's stable. That honor goes to Vanguard Wellington, which we'll get to ...
11 de ago. de 2023 · Wellesley Income’s annual expenses were a whopping 1.34%; Wellington’s were 0.47%. Now, investor shares’ annual expenses are 0.25% at Wellington and 0.23% for Wellesley Income. For Admiral ...
9 de out. de 2021 · Figure #2: Wellesley vs Wellington. I screened all no-load actively managed, global 60/40 funds from the Lipper Global database using MFO Multi-Screen.
26 de mai. de 2015 · 2. Wellington and Wellesley do have lower expenses, lower than the other active funds*, and a better shot at outperformance (as you say, not really an active vs. passive thing) 3. Many people own these for various reasons—could just be inertia, for one—and are rationalizing holding on to them. 4.
