Vanguard Wellington Inv (VWELX)
DATA ON THIS PAGE AS OF 07/31/10

MAXratings/Outlook
Overall: 97 OUT OF 100 OUTSTANDING
Expenses:
95
Performance:
88
Management:
79
MAXmetrics:
27
Category:
64
Outlook: 7% EXPECT. RET.
12 MONTHS
Best Case: 30%
Worst Case: -45%
Basic Info
Category: U.S. Balanced
Type: No Load
Min. Invest: $10000
Exp. Ratio:  0.32%
Assets:  $49,246M
Launch:  1929
Expenses
Total Cost:
Cost Per $10,000:
3-Year:  $110
5-Year:  $192
10-Year:  $438
Loads and Fees:
Initial:  NONE
Deferred:  NONE
Redemption:  NONE
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Performance

Average Annualized Returns


 
1-YEAR 12.14%
49%
3-YEAR 0.10%
69%
5-YEAR 4.49%
80%
 

Average Annualized Returns vs. Similar Funds


 
1-YEAR 0.11%
50%
3-YEAR 2.48%
77%
5-YEAR 2.60%
97%
 
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Management

Fund Manager:
Edward P. Bousa
Since:
12/02
Fee & Risk Adjusted:
Family Advantage:
MAXmetrics

Risk Level:
Hot Money Index:
Fat Fund Index:
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Category U.S. Balanced

Category Hot Money:
Category Fat Fund:
Cat. Outperform:
Portfolio

Style:
Diversification Index:
Turnover Ratio:
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Resources

Contact Info:
Vanguard Group
100 Vanguard Blvd.
Malvern, PA 127
800 662-7447
NTF Availability:
Vanguard
More On VWELX On:
GOOGLE FINANCE
SMARTMONEY
MORNINGSTAR
YAHOO FINANCE
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