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    Vanguard Wellesley Income Inv (VWINX)

    25.51 Down 0.03(0.12%) Apr 29
    Prev Close:25.54
    YTD Return*:3.77%
    Net Assets*:43.74B
    Yield*:2.90%

    * As of 31-Mar-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT2.00N/A
    WFC1.66N/A
    US Treasury Note 1.75%1.66N/A
    US Treasury Note 1.375%1.65N/A
    JPM1.44N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:43.74B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.23%

    Performance & Risk

    YTD Return:3.77%
    5y Avg Return:7.82%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.33%
    Beta (3y):0.61
    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
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