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Learning, Sharing, and Teaching => Investor Alley => Topic started by: Mr Dumpster Stache on April 26, 2015, 07:14:42 PM

Title: A Vanguard fund
Post by: Mr Dumpster Stache on April 26, 2015, 07:14:42 PM

http://www.nasdaq.com/article/vanguard-wellington-investor-vwelx-fund-in-focus-tale-of-the-tape-cm468616 (http://www.nasdaq.com/article/vanguard-wellington-investor-vwelx-fund-in-focus-tale-of-the-tape-cm468616)

Ran across this article in my google news feed. (They are starting to profile me!) Any thoughts on how this stacks up to other Vanguard funds?

Title: Re: A Vanguard fund
Post by: Indexer on April 26, 2015, 07:27:09 PM

Well most Vanguard funds that get talked about here are index funds.  Wellington isn't an index fund.  Its an actively managed balanced fund.

Now for what it is it is great.  Its got a good track record, its one of the oldest funds still in existence, and it is very low cost.  Its lower cost than many companies index funds and just about all active funds.

Now since it is an active fund with some bonds in it remember it is NOT tax efficient like Vanguard stock index funds so you do not want this in a taxable account. This should only be in a tax deferred account like an IRA, Roth, etc.

Title: Re: A Vanguard fund
Post by: Heckler on April 26, 2015, 11:35:54 PM

starting to profile you,eh?   Every website I visit has either a Vanguard ad or a BMO Investorline ad. 

Title: Re: A Vanguard fund
Post by: tj on April 27, 2015, 10:42:22 PM

Wellington is getting pretty high up there in assets. it's been closed to new investors a few times. I hae most of my IRA in Wellington as it is not tax efficient and I like the fund - but I wonder about asset bloat as its popularity continues to grow.