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Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [ 2 ] in over 60 countries, as of 30 June 2020. [ 3 ]
He was a superior judge of actively managed mutual funds.Consider: When Vanguard opened for business on May 1, 1975, Wellington Management - where Bogle had worked previously - was already on board.
The Wellington Fund was the first balanced mutual fund in the United States, and is one of the oldest surviving mutual funds. It was established in 1928 by Walter L. Morgan with $100,000 raised from relatives and business people in Morgan's home state of Pennsylvania .
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...
The Vanguard U.S. Quality Factor ETF has 364 holdings and a yield of 1.3% -- so about the same as the S&P 500. The top five holdings are Apple, Gilead Sciences , 3M , Adobe , and Walmart .
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In 2006, Morningstar acquired Ibbotson Associates, Inc., an investment research firm. [12] In 2007, Morningstar acquired the mutual fund data business of S&P Global. [13] In 2010, Morningstar acquired credit rating agency Realpoint for $52 million and began offering structured credit ratings and research to institutional investors. [14]
Mutual Fund Report for VWELX. For premium support please call: 800-290-4726 more ways to reach us