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Wellington/Wellesley
Investment Model Portfolios

Investment options of Wellington/Wellesley

Total Available Funds: 2
Asset Class Ticker Description
Others
Conservative Allocation VWINX Vanguard Wellesley Income Inv
Moderate Allocation VWELX Vanguard Wellington Inv

Investment model portfolios

We provide two types of investment model portfolios for Wellington/Wellesley participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.