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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

24.32
Net Asset Value
-0.08%
1 Day
-0.82%
Year-to-Date
Overall Morningstar Rating
Conservative allocation
Style or Category
No Load
Sales Expenses
0.23%
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+0.75% 3 years+5.24%
3 months-1.09% 5 years+7.27%
1 year-0.13% Since inception+9.83%
Data through --

Peer Comparisonvs. Conservative allocation

 VWINXCategory
Performance 5-yr return+7.27%+4.30%
Expense ratio0.23%1.21%
Risk 5 year sharpe ratio1.560.68
Net assets$40.9B$1.4B
Average market cap$89.6B$38.8B
Average P/E17.318.1
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureW. Michael Reckmeyer / 9 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income61.90%
U.S. stock30.17%
International stock5.96%
Cash1.97%
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
-- 1.72%
MSFT Microsoft1.64%
WFC Wells Fargo1.61%
-- 1.59%
-- 1.41%
JPM JPMorgan Chase1.36%
MRK Merck1.31%
JNJ Johnson & Johnson1.27%
XOM Exxon Mobil1.19%
-- 1.14%

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