ETFs vs a Fund

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Hexdump
Posts: 1581
Joined: Fri Oct 10, 2008 7:28 am
Location: Houston, Texas

ETFs vs a Fund

Postby Hexdump » Tue Jul 02, 2013 7:27 am

Would it be possible to construct a portfolio of Index fund ETFs that would be imitate the Wellesley fund as far as holdings ?

I own a lot of Wellesley and the only thing about it that causes me to pause is the active management. So I was curious if this was possible.

Thanks

livesoft
Posts: 38868
Joined: Thu Mar 01, 2007 8:00 pm

Re: ETFs vs a Fund

Postby livesoft » Tue Jul 02, 2013 8:21 am

I think one could come close, but would not be able to exactly duplicate that fund.

One could also use folioFN to get the exact published stocks that Wellesley has. The bonds would be practically impossible.
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Jim180
Posts: 272
Joined: Wed Jun 26, 2013 9:47 pm

Re: ETFs vs a Fund

Postby Jim180 » Tue Jul 02, 2013 8:28 am

Using 40% Vanguard High Dividend Yield (VYM) and 60% Vanguard Intermediate-Term Corporate (VCIT) would seem to fit the objectives of the Wellesley Fund.


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