| 36.19 Net Asset Value | +0.25% 1 Day | +6.94% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 0.25% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.46% | 3 years | +9.93% | |
| 3 months | +5.71% | 5 years | +6.28% | |
| 1 year | +14.21% | Since inception | +8.20% |
| VWELX | Category | |
|---|---|---|
| Performance 5-yr return | +6.28% | +4.79% |
| Expense ratio | 0.25% | 1.35% |
| Risk 5 year sharpe ratio | 0.54 | 0.39 |
| Net assets | $70.6B | $2.0B |
| Average market cap | $72.1B | $35.4B |
| Average P/E | 13.2 | 15.1 |
| Portfolio turnover | 31% | 31% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Edward Bousa / 12 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | $3,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.63% |
| Healthcare | 14.44% |
| Energy | 13.83% |
| Industrial materials | 13.39% |
| Consumer goods | 8.60% |
| XOM Exxon Mobil Corporation | 2.20% |
| WFC Wells Fargo & Co | 1.99% |
| PFE Pfizer Inc | 1.82% |
| JPM JPMorgan Chase & Co | 1.71% |
| -- US Treasury Note 0.25% | 1.70% |
| T AT&T Inc | 1.66% |
| MRK Merck & Co Inc | 1.62% |
| CMCSA Comcast Corp Class A | 1.56% |
| IBM International Business Machines Corp | 1.56% |
| CVX Chevron Corp | 1.29% |
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