VWELX (Vanguard Wellington;Inv)
Net Asset Value: 32.87 1-Day Return: -0.05 (-0.15%) YTD Return as of 2/9/12:Up 4.88%

Classification: Mixed-Asset Target Allocation Growth   Objective: Balanced   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 4.88 5.30 14.71 4.28 6.80
Classification 6.59 1.92 15.04 1.61 4.77
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)9395865

Fund Stats

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Investment Objective:Balanced
Net Assets ($Mil)26,491.00
Inception Date:12/31/59
Manager Name, TenureBousa/Keogh, 2000 / 2005
Expense Ratio: 0.30%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Exxon Mobil Corp Ord XOM 2.50
At&t Inc Ord T 2.49
Chevron Corp Ord CVX 2.07
International Business Machines Corp Ord IBM 1.85
Wells Fargo & Co Ord WFC 1.68
Pfizer Inc Ord PFE 1.63
Microsoft Corp Ord MSFT 1.62
Merck & Co Inc Ord MRK 1.39
Eli Lilly And Co Ord LLY 1.20
Jpmorgan Chase & Co Ord JPM 1.17
% of Total Holdings 17.6

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