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Feb 23rd
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... gives it four stars. Other holdings that have made me a Happy Camper: Vanguard Wellesley Income (five stars), Vanguard Dividend Growth (five stars), Mutual Global Discovery (five stars), PIMCO All Asset ...
... Fidelity Asset Manager 20, Vanguard Health Care, T. Rowe Price Spectrum Income, Vanguard Wellesley Income, and H&Q Healthcare. Besides these five fund families (Vanguard, Fidelity, T. Rowe Price, ...
... bonds. (Classically, 60% stocks, 40% bonds, but the percentages can vary.) Usually the stocks in balanced funds are conservative. Not to keep you in suspense, the two funds are Vanguard Wellesley Income ...
... learn that Vanguard Wellesley Income's biggest holding recently was British Petroleum. It's a very conservative fund. Langerman: BP has gotten crushed, but that's the kind of name that, as value investors, ...

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