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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--30% to 50% equity
Style or Category
No Load
Sales Expenses
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.


1 month+1.22% 3 years+5.52%
3 months+3.10% 5 years+7.52%
1 year+7.63% Since inception+9.82%
Data through --

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

Performance 5-yr return+7.52%+5.13%
Expense ratio0.22%1.20%
Risk 5 year sharpe ratio1.681.20
Net assets$52.4B$2.1B
Average market cap$110.0B$49.7B
Average P/E21.819.7
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--


Fixed income60.11%
U.S. stock32.22%
International stock6.22%
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 Microsoft1.87%
JPM JPMorgan Chase1.61%
WFC Wells Fargo1.58%
PM Philip Morris1.55%
JNJ Johnson & Johnson1.35%
-- 1.30%
CSCO Cisco1.23%
-- 1.22%
PFE Pfizer1.16%
-- 1.08%