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Morningstar's take on Wellington
Old 01-14-2013, 06:25 AM   #1
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Morningstar's take on Wellington

I just noticed that Morningstar recently labeled Vanguard Wellington with this statement:

"This fund's bond portfolio is potentially hitched to a runaway train."

What do you suppose they mean by that?

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Old 01-14-2013, 06:29 AM   #2
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Old 01-14-2013, 08:11 AM   #3
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The funds bond duration is at a 10 year high of 6.6 years but goes on to say the choices in its equity positions (65% of portfolio) should mitigate the risk. Still, shareholders need to keep an eye on this risk.
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