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How much money do you need to invest in Vanguard Wellington Fund?

VWELX requires a minimum investment of $3,000. Is the Vanguard Wellington Fund a Risky Investment? On a risk scale of one to five, the Vanguard Wellington Fund rates a three. It is a "moderate" and "balanced" fund. This is reflected in its mix of assets: about 65% stocks, 35% bonds, and less than 1% cash.

What is the vanguard Wellington Fund?

The Vanguard Wellington Fund was founded in 1929. Administered by the Vanguard Group, the fund is managed by Wellington Management Company. It was the first balanced mutual fund in the United States. The Vanguard Wellington Fund is actively managed with a high focus on stocks.

Why should you invest in the Wellington Fund?

The Wellington fund puts equal weight on reasonable current income, capital growth, and capital preservation. True to Vanguard's reputation, the fund focuses on high-profile, dividend-paying companies with strong economic moats whose stocks possess value and growth characteristics.

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