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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

26.85
Net Asset Value
-0.11%
1 Day
+5.42%
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+0.88% 3 years+6.73%
3 months+2.29% 5 years+6.79%
1 year+7.84% Since inception+9.81%
Data through --

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

 VWINXCategory
Performance 5-yr return+6.79%+5.30%
Expense ratio0.22%1.18%
Risk 5 year sharpe ratio1.561.05
Net assets$54.2B$2.1B
Average market cap$110.9B$52.3B
Average P/E21.520.0
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 income58.76%
U.S. stock32.33%
International stock6.12%
Cash2.79%
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 Microsoft1.91%
JPM JPMorgan Chase1.63%
PM Philip Morris1.57%
WFC Wells Fargo1.53%
JNJ Johnson & Johnson1.40%
-- 1.27%
CSCO Cisco1.11%
PFE Pfizer1.11%
-- 1.05%
GE General Electric0.94%