Statements (23)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:hedge_fund
|
| gptkbp:assetClass |
approximately 60% stocks, 40% bonds
|
| gptkbp:bench |
Wellington Composite Index
|
| gptkbp:category |
Allocation--50% to 70% Equity
|
| gptkbp:CUSIP |
921935102
|
| gptkbp:dividendPaying |
available
|
| gptkbp:expenseRatio |
0.23%
|
| gptkbp:frequency |
quarterly
|
| gptkbp:fullName |
Vanguard Wellington Fund Investor Shares
|
| gptkbp:fundedBy |
balanced fund
|
| https://www.w3.org/2000/01/rdf-schema#label |
VWELX
|
| gptkbp:investmentStyle |
actively managed
|
| gptkbp:load |
no load
|
| gptkbp:managedBy |
gptkb:Vanguard_Group
|
| gptkbp:minimumInvestment |
$3,000
|
| gptkbp:netWorth |
over $100 billion (as of 2023)
|
| gptkbp:objective |
income and long-term capital appreciation
|
| gptkbp:parentCompany |
gptkb:Vanguard_Group
|
| gptkbp:portfolioCompany |
Wellington Management Company LLP
|
| gptkbp:startYear |
1929-07-01
|
| gptkbp:stockSymbol |
gptkb:VWELX
|
| gptkbp:bfsParent |
gptkb:Wellington_Fund
|
| gptkbp:bfsLayer |
8
|