Personal Investments • Wellesley's Total Annual Return (Equity only)

According to the Vanguard website for the Wellesley Fund & under “Portfolio Composition”, the stock asset allocation is 37.49%.

The Vanguard website has all kinds Wellesley mutual fund “stock” & “fixed income” information.

Just google “Wellesley Fund”, click on the link, then scroll down to “Portfolio Composition”.

bill

Statistics: Posted by billfromct — Thu Jun 20, 2024 4:31 am — Replies 2 — Views 249

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