Is Vanguard Wellington Investor (VWELX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 16 2024
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Source: NASDAQ.COM
Vanguard Wellington Investor (VWELX): VWELX is a highly rated Allocation Balanced fund with a Zacks Mutual Fund Rank of 1 (Strong Buy), offering strong performance, lower volatility, and a competitive expense ratio of 0.25%, making it an attractive option for investors seeking diversified mutual funds.
Investment Considerations: The fund has a minimum initial investment of $3,000 and a 5-year beta of 0.67, indicating less volatility than the market; however, it has a negative alpha of -2.09, suggesting challenges in outperforming the S&P 500 benchmark.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
