Vanguard Wellesley® Income Fund Investor Shares (VWINX)

Net Asset Value
1 Day
Overall Morningstar Rating
Conservative allocation
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 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+0.50% 3 years+8.47%
3 months+1.28% 5 years+9.64%
1 year+7.85% Since inception+10.05%
Data through --

Peer Comparisonvs. Conservative allocation

Performance 5-yr return+9.64%+6.84%
Expense ratio0.25%1.28%
Risk 5 year sharpe ratio2.011.18
Net assets$41.0B$1.6B
Average market cap$96.2B$41.2B
Average P/E17.217.9
Portfolio turnover109%109%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureW. Michael Reckmeyer / 8 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00


Fixed income59.82%
U.S. stock30.84%
International stock6.42%
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
WFC Wells Fargo1.65%
-- 1.65%
MSFT Microsoft1.62%
-- 1.52%
-- 1.49%
MRK Merck1.45%
JNJ Johnson & Johnson1.44%
-- 1.44%
JPM JPMorgan Chase1.35%
KRFT Kraft Foods1.26%

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