Does anyone know if the pie chart and accompanying text that shows one's asset allocation accounts (in some way) for funds like Wellesley (to take one example) that have both equity and bond components?
I'm trying to determine how far off from my AA I am, but I'm unclear at what I am truly looking at.
For example: For an account that has $1m but includes $100k of Wellesley, does the chart take into account that 61% of that 100k is bonds?
Thanks.
Does Vanguard's pie chart reflect mixed funds?
Re: Does Vanguard's pie chart reflect mixed funds?

Last edited by Fudgie on Fri Dec 08, 2017 7:00 am, edited 2 times in total.
- whaleknives
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Re: Does Vanguard's pie chart reflect mixed funds?
You might be able to check this more easily by changing from the default "My Account View" to an individual account with Wellesley.Admiral wrote:. . . For an account that has $1m but includes $100k of Wellesley, does the chart take into account that 61% of that 100k is bonds?Thanks.
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Re: Does Vanguard's pie chart reflect mixed funds?
Yes, dig a little deeper past the pie chart and you'll see exactly (to the dollar) how much bonds and stocks you're holding.
Re: Does Vanguard's pie chart reflect mixed funds?
Thanks all for responses!
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Re: Does Vanguard's pie chart reflect mixed funds?
yes, it breaks it down for you.