Wellington
The Vanguard Wellington™ Fund, founded in 1929, is the nation's oldest balanced mutual fund. Investment in Wellington, a low-cost, actively managed option, provides broad diversification across all economic sectors that can serve as a core portion of a donor's overall investment strategy for long-term philanthropy.
Expense Ratio
Last updated 09/30/2025
0.17%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
5.78%
1 Yr
13.97%
5 Yrs
10.41%
10 Yrs
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Target Allocation
Underlying funds
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
active
Goal
Seeks long-term capital appreciation and reasonable current income, with moderate risk.