Does Vanguard's pie chart reflect mixed funds?

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Admiral
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Joined: Mon Oct 27, 2014 12:35 pm

Does Vanguard's pie chart reflect mixed funds?

Post by Admiral »

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.
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Fudgie
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Re: Does Vanguard's pie chart reflect mixed funds?

Post by Fudgie »

:oops:
Last edited by Fudgie on Fri Dec 08, 2017 7:00 am, edited 2 times in total.
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whaleknives
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Re: Does Vanguard's pie chart reflect mixed funds?

Post by whaleknives »

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.
You might be able to check this more easily by changing from the default "My Account View" to an individual account with Wellesley.
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goingup
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Re: Does Vanguard's pie chart reflect mixed funds?

Post by goingup »

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.
Topic Author
Admiral
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Re: Does Vanguard's pie chart reflect mixed funds?

Post by Admiral »

Thanks all for responses!
PFInterest
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Re: Does Vanguard's pie chart reflect mixed funds?

Post by PFInterest »

yes, it breaks it down for you.
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