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Kip 25

Vanguard Wellington

Symbol: VWELX
Expense Ratio: 0.26%
800-635-1511

Vanguard Wellington is a balanced fund with both stocks and bonds and a member of the Kiplinger 25, the annual list of our favorite no-load funds.

Wellington Management runs this fund. Ed Bousa, who has picked stocks for the fund since 2003, focuses on dividend payers. A trio of fixed-income managers fill the bond side of the portfolio with investment-grade debt. The fund, which yields 2.4%, is available to new investors only if purchased directly from Vanguard.

Data through February 28, 2017

See Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.

Visit Kiplinger's Model Portfolios for three examples of how you can put Kiplinger 25 funds to work.

And for the full collection of our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.