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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

26.42
Net Asset Value
-0.11%
1 Day
+7.75%
Year-to-Date
Overall Morningstar Rating
Allocation--30% to 50% equity
Style or Category
No Load
Sales Expenses
0.23%
Expense Ratio
Low
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+0.23% 3 years+8.02%
3 months+3.87% 5 years+8.59%
1 year+11.95% Since inception+9.93%
Data through --

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

 VWINXCategory
Performance 5-yr return+8.59%+4.68%
Expense ratio0.23%1.22%
Risk 5 year sharpe ratio1.730.84
Net assets$49.0B$1.8B
Average market cap$105.5B$49.0B
Average P/E20.419.2
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureW. Michael Reckmeyer / 9 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income60.08%
U.S. stock29.96%
International stock6.39%
Cash3.56%
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 Microsoft1.61%
-- 1.45%
-- 1.42%
JNJ Johnson & Johnson1.40%
MRK Merck1.30%
PFE Pfizer1.27%
WFC Wells Fargo1.26%
GE General Electric1.20%
JPM JPMorgan Chase1.18%
-- 1.18%