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비교 대상 ; Vanguard Global Wellington Fund Investor Shares ; Vanguard Global Wellesley Income Fund Admiral Shares ; Vanguard International Growth Fund Investor Shares ; Vanguard Global Wellington Fund Admiral Shares
비교 대상 ; Vanguard Wellington™ Fund Investor Shares ; Vanguard Wellington™ Fund Admiral™ Shares ; Vanguard Equity-Income Fund Investor Shares ; Vanguard Balanced Index Fund Admiral Shares
Previous Close · 23.72 ; YTD Return · 11.77% ; Expense Ratio · 0.42% ; Category · Large Value ; Last Cap Gain · 11.00 ; Morningstar Risk Rating · High ; Net Assets · 25.29B ; Beta (5Y Monthly) · 0.86 ; Yield · 1.90% ; 5y Average Return · -- ; Holdings Turnover · 42.00% ; Last Dividend · 0.23 ; Inception Date · Nov 12, 2001
NAV / 1-Day Return · 26.05 / +0.31 % ; Total Assets · 50.6 Bil ; Distribution Fee Level · Low ; Share Class Type · No Load ; Category · Moderately Conservative Allocation ; Status · Open ; TTM Yield · 3.55% ; Turnover · 53%
비교 대상 ; Vanguard Global Wellington Fund Admiral Shares ; Vanguard Short-Term Investment-Grade Fund Admiral Shares ; Vanguard Global Wellesley Income Fund Investor Shares ; Vanguard Global Wellington Fund Investor Shares
Securities In This Article ; Vanguard Wellington™ Inv (VWELX) · Vanguard Total Bond Market II Idx Inv (VTBIX) · Vanguard Small Cap Index Inv (NAESX) · Vanguard Interm-Term Invmt-Grade Inv (VFICX)
Pros · Low expense ratio · Easy way to diversify your portfolio · No minimum investment ; Cons · Top 10 holdings make up over 30% of portfolio · S&P 500 only includes 500 of the largest US companies · Index funds aren’t designed to beat the market