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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

24.74
Net Asset Value
+0.45%
1 Day
-3.25%
Year-to-Date
Overall Morningstar Rating
Conservative allocation
Style or Category
No Load
Sales Expenses
0.25%
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.

Performance

1 month-2.68% 3 years+5.55%
3 months-2.90% 5 years+7.67%
1 year-0.45% Since inception+9.94%
Data through --

Peer Comparisonvs. Conservative allocation

 VWINXCategory
Performance 5-yr return+7.67%+7.00%
Expense ratio0.25%1.22%
Risk 5 year sharpe ratio1.901.13
Net assets$40.9B$1.5B
Average market cap$92.5B$39.1B
Average P/E18.218.7
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

Holdings

Fixed income60.37%
U.S. stock30.60%
International stock5.94%
Cash3.09%
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
-- 1.81%
WFC Wells Fargo1.66%
-- 1.62%
MSFT Microsoft1.54%
-- 1.50%
JPM JPMorgan Chase1.43%
MRK Merck1.42%
-- 1.34%
JNJ Johnson & Johnson1.24%
-- 1.23%

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