ETFs vs a Fund

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Hexdump
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ETFs vs a Fund

Post by 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
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Joined: Thu Mar 01, 2007 8:00 pm

Re: ETFs vs a Fund

Post by 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
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Joined: Wed Jun 26, 2013 9:47 pm

Re: ETFs vs a Fund

Post by 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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