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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

25.90
Net Asset Value
+0.27%
1 Day
+1.69%
Year-to-Date
Overall Morningstar Rating
Allocation--30% to 50% equity
Style or Category
No Load
Sales Expenses
0.22%
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 fixed income securities, including 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+1.13% 3 years+6.08%
3 months+3.18% 5 years+7.09%
1 year+9.99% Since inception+9.80%
Data through --

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

 VWINXCategory
Performance 5-yr return+7.09%+5.68%
Expense ratio0.22%1.21%
Risk 5 year sharpe ratio1.551.01
Net assets$50.0B$1.9B
Average market cap$109.2B$52.4B
Average P/E20.519.7
Portfolio turnover31%31%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureW. Michael Reckmeyer / 10 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income60.00%
U.S. stock32.19%
International stock6.10%
Cash1.71%
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 Microsoft1.93%
JPM JPMorgan Chase1.66%
WFC Wells Fargo1.64%
-- 1.35%
-- 1.34%
PM Philip Morris1.32%
JNJ Johnson & Johnson1.31%
-- 1.27%
GE General Electric1.19%
PFE Pfizer1.15%