Personal Investments • Re: Wellington in decumulation?

Wellington is a very old solid balanced fund based on US market for tax deferred accounts. There is is also a Global version. ER is still higher than Indexes.

"Founded in 1929, Wellington™ Fund is Vanguard’s oldest mutual fund and the nation’s oldest balanced fund": https://investor.vanguard.com/investmen ... x#overview

VWENX Vanguard Wellington Fund Admiral Shares
https://investor.vanguard.com/investmen ... omposition
Stock 64.59%
Bond33.68%
Short term reserves 1.73%

VTHRX Target Retirement 2030
https://investor.vanguard.com/investmen ... omposition
Stock 61.09%
Bond 38.12%
Short term reserves 0.79%
Vanguard Total Stock Market Index Fund Institutional Plus Shares 37.00%
Vanguard Total Bond Market II Index Fund9 26.80%
Vanguard Total International Stock Index Fund Investor Shares 24.60%
Vanguard Total International Bond II Index Fund 11.60%

Statistics: Posted by wwhan — Fri Aug 23, 2024 9:18 pm

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