Transcription of Vanguard Fund Fact Sheet
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Vanguard Fund Fact Sheet
fact Sheet | December 31, 2021 Vanguard Vanguard Wellington FundBalanced fund (stocks and bonds) | Admiral SharesFund facts Risk level Low High Total net assets Expense ratio as of 03/29/21 Ticker symbol Turnover rate Inception date fund number 12345 $111,822 MM %VWENX %05/14/01 0521 Investment objectiveVanguard Wellington fund seeks to provide long-term capital appreciation and reasonable current income. BenchmarkWellington Composite index Growth of a $10,000 investment : January 31, 2012 December 31, 2021 $28,652 fund as of 12/31/21 $30,518 Benchmark as of 12/31/21 Annual returnsWellington Composite index : 65% S&P 500 index and 35% Lehman Long Credit AA or Better Bond index through February 29, 2000; 65% S&P 500 index and 35% Bloomberg Credit A or Better Bond index thereafter. F0521 122021 Investment strategyThe fund invests 60% to 70% of its assets in dividend-paying, and, to a lesser extent, non-dividend-paying common stocks of established medium-size and large companies.
Wellington Composite Index: 65% S&P 500 Index and 35% Lehman U.S. Long Credit AA or Better Bond Index through February 29, 2000; 65% S&P 500 Index and 35% Bloomberg U.S. Credit Aor Better Bond Index thereafter. F0521 122021 Investment strategy The fund invests 60% to 70% of its assets in dividend-paying, and, to alesser extent,
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