Vanguard wellington admiral

Vanguard wellington admiral DEFAULT
  • Total Return
  • Consistent Return
  • Preservation
  • Tax Efficiency
  • Expense

YTD1YR3YR5YR10YR

Fund13.4419.5813.9712.2211.29
Category11.7120.7612.8111.179.95
S&P 50019.5129.1119.1517.9816.06
% Rank in Category145926239
Quintile Rank13221

Fund Details

Fund Details

  • Category
    Mix Tgt All Gro

  • Portfolio Style
    Balanced

  • Expense Ratio
    0.16%

  • Status
    Open

  • Initial Purchase Regular
    $50,000

  • Load Type
    None

  • Front End Load
    N/A

  • Back End Load
    N/A

Investment Policy

The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds.

Management Details

  • Manager Name/Start Year
    Moran(2017)

  • Manager Name/Start Year
    Pozen(2019)

  • Inception Date
    05/14/01

  • Phone Number
    800-662-2739

DATEINCOME
DISTRIBUTION
Capital Gains
Distribution
2020 $1.65 $4.36
2019 $1.95 $1.60
2018 $1.98 $4.16
2017 $1.84 $2.92
2016 $1.78 $1.27
2015 $1.78 $2.40
2014 $1.78 $2.59
2013 $1.69 $2.66
2012 $1.71 $0.76
2011 $1.68 -
Sours: https://www.wsj.com/market-data/quotes/mutualfund/VWENX

The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

All managed funds data located on FT.com is subject to the FT Terms & Conditions

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Sours: https://markets.ft.com/data/funds/tearsheet/summary?s=vwenx
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CategoryMix Tgt All Gro
Portfolio StyleBalanced
Fund FamilyVANGUARD ADMIRAL
Fund StatusClosed
Fund InceptionMay 14, 2001
Managers

Moran

Pozen

The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds.

Front loadN/A
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio0.16%
12 b-10%
Turnover51%
Alpha0.17
Beta0.63
Standard deviation3.42
R. squared0.97
Standard (taxable)$50,000
IRAN/A
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
YTD13.44%11.71%19.51%14%1
1yr19.58%20.76%29.11%59%3
3yr213.97%12.81%19.15%26%2
5yr212.22%11.17%17.98%23%2
10yr211.29%9.95%16.06%9%1
  • 1Mixed-Asset Target Allocation Growth
  • 23, 5 and 10 Year Returns are Annualized

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Sours: https://www.marketwatch.com/investing/fund/vwenx

An experienced team employing a quality-focused and risk-aware process, combined with low fees, underlie Vanguard Wellington’s Morningstar Analyst Rating of Gold.

Venerable Vanguard Wellington is undergoing a generational transfer of leadership. On the equity side, Daniel Pozen took over as the lead manager in July 2020 after working closely with his predecessor, Edward Bousa, since 2015 and undergoing careful vetting by both Vanguard and Wellington, the subadvisor for this fund. On the bond side, John Keogh retired in 2019 and Michael Stack is set to retire in June 2021, leaving Loren Moran in charge. She has worked closely with both since 2014. Pozen and Moran are supported by Wellington’s well-regarded global industry analysts, credit analysts, and macro analysts. The current managers’ investment philosophies align with those of their predecessors, although with new leads, there are small changes at the margin. Investors here remain in good hands for the long term.

Pozen, like Bousa, targets high-quality, dividend-paying large caps with a durable edge. He likes names such as McDonald's MCD, which he thinks is very resilient and is investing in attractive growth opportunities. In 2020, he initiated a position in Trane Technologies TT, which is benefiting from a long-term global trend toward more environmentally sound buildings. The bond managers, who are in charge of 35% of the strategy, run a sleeve tilted toward A and BBB rated credits as a way to supplement the fund’s yield without adding much risk to the portfolio.

Pozen faced a challenging market when he executed his planned portfolio adjustments in early 2020. He trimmed firms that have success drivers that managers cannot control, such as oil prices and interest rates. He sold energy and insurance names, which happened to be among the hardest hit during the first quarter of 2020. But this allowed him to buy, or add to, his high-conviction wide-moat names at what he deems attractive valuations. The portfolio looks to be well-positioned for the future.

Sours: https://www.morningstar.com/funds/xnas/vwenx/quote

Wellington admiral vanguard

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