Vanguard Wellington Fund Admiral Morningstar Overview and Metrics

The Vanguard Wellington Fund Admiral is a top-performing investment option that's worth exploring. It's a no-load, actively managed fund that's been around since 1970.

This fund is designed to provide long-term growth and income through a mix of stocks and bonds. It's a great option for investors who want to balance risk and potential returns.

The fund's investment approach is centered around a value-oriented strategy, which means it seeks to buy undervalued stocks and hold them for the long term. This approach has helped the fund deliver impressive results over the years.

The Vanguard Wellington Fund Admiral has a strong track record of performance, with a 10-year annual return of 9.3% as of 2022.

The Vanguard Wellington Fund Admiral Morningstar's performance is a key factor to consider when evaluating its investment potential.

The fund's price has grown significantly over the years, with a year-to-date (YTD) growth of 1149, representing a 14.86% return.

One notable aspect of the fund's performance is its consistency, with the same growth rate of 1149 observed in both the 1-year and 3-year periods.

The fund's volume is substantial, ranking 113 in its category, with 17% of the market share.

Here's a breakdown of the fund's performance metrics over different time periods:

The fund's performance over the 5-year period is particularly noteworthy, with a growth of 1486 and a 8.24% return.

The Vanguard Wellington Fund Admiral has a portfolio composition that's designed to provide long-term growth and income. It invests in a mix of stocks and bonds, with a target asset allocation of 60% to 80% stocks and 20% to 40% bonds.

The fund's stock portfolio is primarily made up of large-cap stocks, with a focus on established companies with a strong track record of performance. The top holdings in the fund's stock portfolio include companies like Johnson & Johnson, Procter & Gamble, and Coca-Cola.

The fund's bond portfolio is invested in high-quality bonds with a focus on government and corporate debt. The average credit quality of the fund's bonds is AAA, indicating a very low risk of default.

The Vanguard Wellington Fund Admiral has a relatively low turnover rate, with an average of 5% to 10% of the portfolio being sold or replaced each year. This means that the fund's managers are taking a long-term approach to investing, rather than trying to make quick profits.

The fund's expense ratio is 0.25%, which is relatively low compared to other actively managed funds. This means that investors can expect to pay less in fees and expenses, which can add up over time.