• FirefoxInstall the new Firefox »
  •  Dow Up 0.17% Nasdaq Up 0.31%

    Vanguard Wellesley Income Inv (VWINX)

    25.78 Down 0.02(0.08%) Mar 4
    Prev Close:25.78
    YTD Return*:1.37%
    Net Assets*:41.69B
    Yield*:3.06%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC1.651.97
    US Treasury Note 1.75%1.65-4.87
    MSFT1.623.15
    US Treasury Note 1.375%1.52-0.62
    US Treasury Note 1%1.49-0.66

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:41.69B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:1.37%
    5y Avg Return:9.64%
    Rank in Category (ytd):84
    % Rank in Category (ytd):10.74%
    Beta (3y):0.53
    Morningstar Risk Rating:2

    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 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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback