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  2. After Lagging Its Benchmark Last Year, Can Vanguard ... - AOL

    www.aol.com/lagging-benchmark-last-vanguard...

    The Vanguard Wellington Fund (MUTF:VWELX) is Vanguard's oldest fund, founded in 1929, and is the country's oldest balanced fund. It is known for its balanced approach, blending equity and fixed ...

  3. Wellington Management Company - Wikipedia

    en.wikipedia.org/wiki/Wellington_Management_Company

    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 ]

  4. Morningstar Rating for Funds - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

    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 ...

  5. Wellington Fund - Wikipedia

    en.wikipedia.org/wiki/Wellington_Fund

    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 .

  6. Is Vanguard Wellington Admiral (VWENX) a Strong Mutual Fund ...

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    Mutual Fund Report for VWENX

  7. Is Vanguard Wellington Investor (VWELX) a Strong Mutual ... - AOL

    www.aol.com/news/vanguard-wellington-investor...

    Mutual Fund Report for VWELX. For premium support please call: 800-290-4726 more ways to reach us

  8. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. is an American registered investment adviser founded on May 1, 1975, and based in Malvern, Pennsylvania, with about $10.4 trillion in global assets under management as of November 2024. [3]

  9. Is Vanguard Wellington Admiral (VWENX) a Strong Mutual Fund ...

    www.aol.com/news/vanguard-wellington-admiral...

    Mutual Fund Report for VWENX. For premium support please call: 800-290-4726 more ways to reach us