Back to top
more

Vanguard Wellington Income Fund: (MF: VWELX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:56 PM ET

$42.69 USD

-0.82 (-1.88%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.69 84
3 months 0.63 84
6 months 6.51 58
1 Year 14.98 35
3 Year 15.32 26
5 Year 9.33 13
10 Year 10.41 15

* Annual for three years and beyond.

Zacks Premium Research for VWELX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

% Unrealized Gain 27.20
% Yield 2.05
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 12,714.51
% Turnover 2/28/2026 62.00

Risk

3 Year 5 Year 10 Year
Beta 0.68 0.69 0.65
Alpha -0.76 -1.46 -0.56
R Squared 0.93 0.94 0.95
Std. Dev. 8.00 10.62 10.13
Sharpe 1.32 0.60 3.00

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Other 36.62
Technology 27.93
Finance 10.84
Retail Trade 7.46
Health 4.75
Industrial Cyclical 4.14
Utilities 2.56
Non-Durable 1.84
Services 1.65
Energy 1.44
Consumer Durables 0.77

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2025)		 % of Portfolio Value (Mil$)
TOTAL*CORPORATE BONDS 22.32 27,299.56
TOTAL*US AGENCY BONDS 8.18 9,997.88
NVIDIA CORP 5.48 6,706.44
APPLE INC 4.96 6,063.96
MICROSOFT CORP 4.80 5,867.31
ALPHABET INC CLASS A 4.58 5,601.61
AMAZON.COM INC 3.19 3,904.34
BROADCOM INC 2.45 2,995.99
WELLS FARGO & CO 1.91 2,339.32

Stock Holding % of Net Assets

As Of 11/30/2025
Total Issues 78
Avg. P/E 33.56
Avg. P/Book 4.26
Avg. EPS Growth 11.67
Avg. Market Value (Mil $) 651,467

Composition

% of Portfolio
Stocks 66.15
Foreign Stocks 4.36
Cash 1.01
Bonds 32.68
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 0.16
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 32.95
Large Value 0.00
Small Growth 0.00
Small Value 12.21
Foreign Stock 5.61
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 15.74
Foreign Bond 26.37
High Yield Bond 0.00