When I was making our IPS, I compared Wellington and Fidelity's Puritan fund.
At that time, the Puritan fund had 14% of its bond allocation in junk bonds, as opposed to less than 1% for VWELX.
Puritan also has a significantly higher ER than Wellington.
At that time, the Puritan fund had 14% of its bond allocation in junk bonds, as opposed to less than 1% for VWELX.
Puritan also has a significantly higher ER than Wellington.
Statistics: Posted by Sandi_k — Sat Dec 28, 2024 1:21 pm — Replies 17 — Views 1933








