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+0.50% 3 years+5.07%
3 months-0.69% 5 years+5.52%
1 year+3.93% Since inception+9.68%
Data through --

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

Performance 5-yr return+5.52%+4.65%
Expense ratio0.22%1.15%
Risk 5 year sharpe ratio1.150.80
Net assets$53.3B$2.0B
Average market cap$117.5B$61.0B
Average P/E22.918.5
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureW. Michael Reckmeyer / 11 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


Fixed income58.22%
U.S. stock32.96%
International stock5.60%
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 Microsoft2.14%
JPM JPMorgan Chase1.72%
-- 1.32%
PM Philip Morris1.28%
JNJ Johnson & Johnson1.26%
CSCO Cisco1.23%
VZ Verizon1.20%
-- 1.19%
WFC Wells Fargo1.15%
PFE Pfizer1.08%