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Vanguard Wellesley® Income Fund Admiral™ Shares (VWIAX)

62.65
Net Asset Value
+0.69%
1 Day
+5.47%
Year-to-Date
Overall Morningstar Rating
Allocation--30% to 50% equity
Style or Category
No Load
Sales Expenses
0.16%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

Performance

1 month+0.26% 3 years+6.03%
3 months-1.76% 5 years+7.58%
1 year+7.11% Since inception+6.87%
Data through --

Peer Comparisonvs. Allocation--30% to 50% equity

 VWIAXCategory
Performance 5-yr return+7.58%+6.68%
Expense ratio0.16%1.21%
Risk 5 year sharpe ratio1.651.03
Net assets$49.0B$1.9B
Average market cap$106.9B$49.3B
Average P/E20.018.6
Portfolio turnover31%31%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureW. Michael Reckmeyer / 9 Years
Minimal initial investment$50,000.00
Minimum IRA investment--

Holdings

Fixed income61.81%
U.S. stock29.51%
International stock6.73%
Cash1.95%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 18.95%
Consumer goods 15.07%
Energy 13.72%
Healthcare 12.24%
Financial service 11.48%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft1.76%
-- 1.37%
-- 1.34%
MRK Merck1.33%
JNJ Johnson & Johnson1.33%
PM Philip Morris1.29%
-- 1.27%
JPM JPMorgan Chase1.23%
WFC Wells Fargo1.22%
CSCO Cisco1.19%