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Vanguard Wellesley Income Inv (VWINX)

25.97 Down 0.04(0.15%) Jul 29

Profile as of Jun 29, 2014Get Profile for:
Vanguard Wellesley Income Inv
Po Box 2600V26Valley Forge PA 19482
Phone: 800-662-7447
Fund Overview 
Category:Conservative Allocation
Fund Family:Vanguard
Net Assets:38.64B
Year-to-Date Return:5.92%
Morningstar Rating:5 stars
Fund Inception Date:Jul 1, 1970
Morningstar Style Box 
Conservative Allocation
[View Category Definition]
View Top Conservative Allocation Funds
About the Morningstar Style Box
Management Information 
John C. Keogh
Lead Manager since Jun 30, 2008
John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979).
Investment Information 
Min Initial Investment:3,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
VWINX can be purchased from 109 brokerages.

Fund Summary 
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 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.

Fund Operations 
Last Dividend (Jun 19, 2014) : 0.18
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 27, 2014) : 36.00%
Average for Category:44.65%
Fees & Expenses 
ExpenseVWINXCategory Avg
Annual Report Expense Ratio (net):0.25%0.84%
Prospectus Net Expense Ratio:0.25%N/A
Prospectus Gross Expense Ratio:0.25%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A4.91%
Max Deferred Sales Load: N/A2.38%
3 Yr Expense Projection*:80591
5 Yr Expense Projection*:141920
10 Yr Expense Projection*:3181,832
* Per $10,000 invested