Back to Fund Screener

Wellington Balanced Value Fund

Value Fund · USA

Wellington Balanced Value Fund is a Value Fund investment fund managed by Wellington, domiciled in USA. StanShareAI tracks this fund as part of its global coverage of 775,000+ funds across 180+ countries, with full holdings, performance returns, risk metrics and AI-driven analytics available to registered users.

Fund Facts

Fund Name
Wellington Balanced Value Fund
CIK
5406923635
Category
Value Fund
Domicile
USA
Currency
USD
Free Account Required

Unlock Full Analytics for Wellington Balanced Value Fund

See complete holdings, 1/3/5-year returns, expense ratios, risk metrics (Sharpe, volatility, drawdown), NAV history charts, and AI-powered insights — free with a StanShareAI account.

Create Free Account Sign In

No credit card · Sign in with Google, Apple, or GitHub