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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

27.45
Net Asset Value
+0.33%
1 Day
+7.77%
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+2.08% 3 years+6.85%
3 months+3.17% 5 years+7.28%
1 year+10.72% Since inception+9.82%
Data through --

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

 VWINXCategory
Performance 5-yr return+7.28%+5.30%
Expense ratio0.22%1.16%
Risk 5 year sharpe ratio1.621.12
Net assets$55.5B$2.1B
Average market cap$113.0B$56.1B
Average P/E22.520.5
Portfolio turnover22%22%

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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 income58.46%
U.S. stock32.16%
International stock6.12%
Cash3.26%
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 Microsoft1.98%
JPM JPMorgan Chase1.64%
PM Philip Morris1.43%
-- 1.36%
JNJ Johnson & Johnson1.25%
-- 1.23%
WFC Wells Fargo1.19%
CSCO Cisco1.15%
PFE Pfizer1.13%
-- 1.02%