Vanguard Wellington Fund Admiral Shares (VWENX)
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). Another key attribute is broad diversification—the fund invests in over 100 stocks and 400 bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Investors with a long-term time horizon who want growth and are willing to accept stock market volatility may wish to consider this as a core holding in their portfolio.
| Min. Investment: |
50,000 |
| Risk Profile: |
Moderate |
| Expense Ratio: |
.22% |
| Fees & Expense: |
Low |
