VWELX Mutual Fund

VWELX Mutual Fund (Vanguard Wellington Fund Investor Class) is managed by Vanguard (US) with $12.40B in net assets. VWELX expense ratio is 0.24%, holding 1631 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1929-07-01.

VWELX performance shows a YTD return of 6.50%. The 1-year return is 12.81% and the 5-year return is 7.66%. VWELX dividend yield stands at 10.85%, paid quarterly.

VWELX top holdings include Alphabet Inc,class A (4.7%), Nvidia Corp (4.5%), Apple, Inc (3.9%), Microsoft Corp (3.1%), Amazon.Com Inc (2.7%). Go to all VWELX holdings, VWELX sectors, or VWELX dividends.

VWELX can be compared against other funds. Use VWELX overlap to find shared positions, or VWELX vs another fund for a side-by-side view. VWELX alternatives are available via the screener, along with tax-loss harvesting opportunities.