Learn the historic return data, portfolio insights and weightings, and asset allocations for the WELS Funds.
You will notice two new names added to the WELS Funds targeted holdings. In June 2021, the WELS Investment Funds Board of Directors approved portfolio changes after several months of study and portfolio modeling conducted by Vanguard Institutional Advisory Services. The analysis showed that replacing Mid-Cap Growth and Windsor II with Vanguard PRIMECAP Core and Vanguard Equity-Income Fund will add investment management styles to the WELS Funds that better support the board’s goal of enhancing long-term performance.
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|WELS Balanced Fund Fact Sheet - As of Dec. 31, 2022||Download|
|WELS Endowment Fund Fact Sheet - As of Dec. 31, 2022||Download|
|WELS Equity Fund Fact Sheet - As of Dec. 31, 2022||Download|
|WELS Income Fund Fact Sheet - As of Dec. 31, 2022||Download|
|All WELS Fund Fact Sheets - As of Dec. 31, 2022||Download|
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- January 20, 2023 Last Updated