Vanguard Wellesley Income Inv (VWINX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Note 1.375%||1.63||17.56|
|US Treasury Bond 2.875%||1.60||13.42|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.25%|
Performance & Risk
|5y Avg Return:||11.89%|
|Rank in Category (ytd):||21|
|% Rank in Category (ytd):||2.87%|
|Morningstar Risk Rating:||2|
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. View More