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    Vanguard Wellesley Income Inv (VWINX)

    25.61 Up 0.07(0.27%) Dec 19
    Prev Close:25.54
    YTD Return*:8.24%
    Net Assets*:40.47B
    Yield*:2.94%

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT1.6732.61
    WFC1.6222.40
    US Treasury Note 1.375%1.5724.08
    JNJ1.56-5.35
    MRK1.5621.49

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:40.47B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:8.24%
    5y Avg Return:9.55%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.83%
    Beta (3y):0.52
    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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