Though it’s all investment-grade, this fund takes on slightly more credit risk than Vanguard Wellington, allocating 40% of the sleeve to BBB issues versus 16% in its sibling fund. This stems ...

Wellington Shields All-Cap Fund earns a Low Process Pillar rating. The main driver of the rating is the fund's unremarkable long-term risk-adjusted performance. This can be seen in its 10-year ...

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