For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. This approach aims to capture consistent income and minimize defaults and principal loss. The Vanguard Wellington Fund is a balanced fund that has a greater percentage in stocks than in bonds. 11, 2020, Paulina Likos and Ellen ChangOct. Dividends offer income for investors, but the yields vary from sector to sector. Investing in high-yield bonds exposes investors to the default risk associated with lower-quality bonds issued by companies that may face financial and other business challenges. The fund has returned 2.93 percent over the past year, 4.31 percent over the past three years, 5.51 percent over the past five years and 5.92 percent over the past decade. Investors are more interested in investing in the pharmaceutical industry in 2020. Chasing value without considering quality can lead to value traps. The fund is actively managed by Wellington Management and Vanguard Quantitative Equity Group and has an expense ratio of 0.27%. The fund has returned 4.47 percent over the past year, 7.10 percent over the past three years, 8.41 percent over the past five years and 9.22 percent over the past decade. The fund is a good option for investors seeking a core holding, especially for an investor looking for a balanced option with a larger percentage toward stocks. This means if you put your money into the Vanguard Wellington Fund, you’ll earn today 2.56% in interests per year. The fund also faces manager risk, meaning the fund could underperform due to a manager's poor investment selection. Learn more about how to better serve divorced clients and their financial needs. Income investors face a challenging market with record-low yields. Learn how you can invest in the stock market. Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) Nasdaq - Nasdaq Delayed Price. Yield: 2.7%. See Disclaimer. Experts share their insights on how 2020 will shape the financial advice industry. The best retirement funds offer investors both income and growth for a secure tomorrow. Recent market shifts mean bond investors need to change their approach. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. The differential is similar for the entire portfolio. See Disclaimer. Vanguard International High Dividend Yield Index Fund Admiral Shares ( VIHAX) A … It was started in 1970, making it one of the older funds in the mutual fund universe. Dividends offer income for investors, but the yields vary from sector to sector. Investors can add these new exchange-traded funds to a portfolio. The amount of income provided is also less than a fund which invests more heavily in bonds since bonds make up only one-third of the portfolio. Hong is a managing director of the fund’s subadvisor Wellington Management. That’s higher than all the savings accounts can offer today. Vanguard Wellington Investor Shares (VWELX) Expense ratio: 0.25% per year, or $25 on a $10,000 investment. The fund has been co-managed by Edward Bousa since 2002 and John Keogh since 2006. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. The fund invests 60% to 70% in value stocks and the remaining amount of its assets in fixed-income securities. Here's how one portfolio manager is approaching the market. Quotes delayed at least 15 minutes. Experts share their insights on how 2020 will shape the financial advice industry. Financial advisors say reshaping your portfolio can mitigate losses during downturns. Short-duration bond funds can still offer income investors some yield. All managers work on other portfolios for Wellington. Vanguard Wellington Annual Yield is currently at 0.00%. 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